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
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 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

Focus Partners Wealth's PSNL Position: Q1 2026 in Review

Focus Partners Wealth sold out of Personalis (PSNL) in Q1 2026, closing a stake of 13,527 shares — an estimated $108K sold.

Focus Partners Wealth first reported a position in PSNL in Q3 2024 and held it in 6 quarters. The position peaked at $108K in Q4 2025. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Focus Partners Wealth reported no remaining Personalis position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 13,527 Personalis shares in Q1 2026, an estimated $108K.
  • Focus Partners Wealth first reported a position in Personalis in Q3 2024 and held it in 6 quarters.
  • Focus Partners Wealth's Personalis position peaked at $108K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.