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
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 Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Creative Planning's PSNL Position: Q1 2026 in Review

Creative Planning reduced its Personalis (PSNL) stake by 0.13% in Q1 2026, selling an estimated $169 and leaving 15,748 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #3903.

Creative Planning first reported a position in PSNL in Q4 2024 and has held it in 4 quarters since. The position peaked at $126K in Q4 2025. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Creative Planning held 15,748 shares of Personalis worth $100K as of Q1 2026.
  • Creative Planning sold 20 Personalis shares in Q1 2026, an estimated $169.
  • Personalis made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3903 holding.
  • Creative Planning first reported a position in Personalis in Q4 2024 and has held it in 4 quarters since.
  • Creative Planning's Personalis position peaked at $126K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.