Focus Partners Wealth
PSNL icon

Focus Partners Wealth’s Personalis PSNL Stock Holding History

Focus Partners Wealth’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 		$241K Buy
+17,972
New +$146K ﹤0.01% 2390
2026
Q1 		– Sell
-13,527
Closed -$108K – 2800
2025
Q4 		$108K Hold
13,527
– – ﹤0.01% 2540
2025
Q3 		$88.2K Hold
13,527
– – ﹤0.01% 2133
2025
Q2 		$88.7K Hold
13,527
– – ﹤0.01% 1951
2025
Q1 		$47.5K Hold
13,527
– – ﹤0.01% 1845
2024
Q4 		$78.2K Sell
13,527
-2,006
-13% -$9.26K ﹤0.01% 1806
2024
Q3 		$83.6K Buy
+15,533
New +$64K ﹤0.01% 1525

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

Focus Partners Wealth's PSNL Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Personalis (PSNL) in Q2 2026: 17,972 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #2390 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in PSNL as recently as Q4 2025.

Focus Partners Wealth first reported a position in PSNL in Q3 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Focus Partners Wealth held 17,972 shares of Personalis worth $241K as of Q2 2026.
  • Personalis was a new Focus Partners Wealth position in Q2 2026.
  • Personalis made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2390 holding.
  • Focus Partners Wealth first reported a position in Personalis in Q3 2024 and has held it in 7 quarters since.
  • 158 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.