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 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 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

EverSource Wealth Advisors's PSNL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Personalis (PSNL) stake by 4.2% in Q1 2026, buying an estimated $59 and bringing the position to 172 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3824.

EverSource Wealth Advisors first reported a position in PSNL in Q2 2022 and has held it in 5 quarters since. The position peaked at $2K in Q2 2022. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

EverSource Wealth Advisors held 172 shares of Personalis worth $1.1K as of Q1 2026.
EverSource Wealth Advisors bought 7 Personalis shares in Q1 2026, an estimated $59.
Personalis made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3824 holding.
EverSource Wealth Advisors first reported a position in Personalis in Q2 2022 and has held it in 5 quarters since.
EverSource Wealth Advisors's Personalis position peaked at $2K in Q2 2022.
140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.