D.A. Davidson & Co’s Personalis PSNL Stock Holding History

D.A. Davidson & Co’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	–	Sell	-145,507	Closed	-$1.16M	–	1615
2025 Q4	$1.16M	Buy	+145,507	New	+$1.27M	0.01%	840

Other funds holding PSNL

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

D.A. Davidson & Co's PSNL Position: Q1 2026 in Review

D.A. Davidson & Co sold out of Personalis (PSNL) in Q1 2026, closing a stake of 145,507 shares — an estimated $1.16M sold.

D.A. Davidson & Co first reported a position in PSNL in Q4 2025 and held it in 1 quarter. The position peaked at $1.16M in Q4 2025. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

D.A. Davidson & Co reported no remaining Personalis position as of Q1 2026 after selling out during the quarter.
D.A. Davidson & Co sold 145,507 Personalis shares in Q1 2026, an estimated $1.16M.
D.A. Davidson & Co first reported a position in Personalis in Q4 2025 and held it in 1 quarter.
D.A. Davidson & Co's Personalis position peaked at $1.16M in Q4 2025.
140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.