EverSource Wealth Advisors’s Personalis PSNL Stock Holding History

EverSource Wealth Advisors’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	$2.28K	Sell	170 -2	-1%	-$16	﹤0.01%	3675
2026 Q1	$1.1K	Buy	172 +7	+4%	+$59	﹤0.01%	3824
2025 Q4	$1.31K	Hold	165	–	–	﹤0.01%	3638
2025 Q3	$1.08K	Hold	165	–	–	﹤0.01%	3742
2025 Q2	$1.08K	Buy	+165	New	+$766	﹤0.01%	3713
2022 Q3	–	Sell	-442	Closed	-$2K	–	2095
2022 Q2	$2K	Buy	+442	New	+$2.25K	﹤0.01%	1547

Other funds holding PSNL

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 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 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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

EverSource Wealth Advisors's PSNL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Personalis (PSNL) stake by 1.2% in Q2 2026, selling an estimated $16 and leaving 170 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3675.

EverSource Wealth Advisors first reported a position in PSNL in Q2 2022 and has held it in 6 quarters since. 158 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

EverSource Wealth Advisors held 170 shares of Personalis worth $2.28K as of Q2 2026.
EverSource Wealth Advisors sold 2 Personalis shares in Q2 2026, an estimated $16.
Personalis made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3675 holding.
EverSource Wealth Advisors first reported a position in Personalis in Q2 2022 and has held it in 6 quarters since.
158 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.