Creative Planning
PSNL icon

Creative Planning’s Personalis PSNL Stock Holding History

Creative Planning’s Portfolio PSNL Stock Details PSNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202K Sell
15,069
-679
-4% -$5.53K ﹤0.01% 3869
2026
Q1 		$100K Sell
15,748
-20
-0.1% -$169 ﹤0.01% 3903
2025
Q4 		$126K Buy
15,768
+3,210
+26% +$28.1K ﹤0.01% 3676
2025
Q3 		$81.9K Buy
+12,558
New +$71.5K ﹤0.01% 3704
2025
Q1 		– Sell
-157
Closed -$907 – 3673
2024
Q4 		$907 Buy
+157
New +$725 ﹤0.01% 3536

Other funds holding PSNL

MC
Merck & Co Rahway, New Jersey $526M AUM 175.27% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Creative Planning's PSNL Position: Q2 2026 in Review

Creative Planning reduced its Personalis (PSNL) stake by 4.3% in Q2 2026, selling an estimated $5.53K and leaving 15,069 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #3869.

Creative Planning first reported a position in PSNL in Q4 2024 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Creative Planning held 15,069 shares of Personalis worth $202K as of Q2 2026.
  • Creative Planning sold 679 Personalis shares in Q2 2026, an estimated $5.53K.
  • Personalis made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3869 holding.
  • Creative Planning first reported a position in Personalis in Q4 2024 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.