IEQ Capital’s Personalis PSNL Stock Holding History

IEQ Capital’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	$366K	Buy	+27,327	New	+$222K	﹤0.01%	1544
2025 Q4	–	Sell	-22,000	Closed	-$143K	–	1973
2025 Q3	$143K	Hold	22,000	–	–	﹤0.01%	1730
2025 Q2	$144K	Hold	22,000	–	–	﹤0.01%	1669
2025 Q1	$77.2K	Hold	22,000	–	–	﹤0.01%	1515
2024 Q4	$127K	Hold	22,000	–	–	﹤0.01%	1249
2024 Q3	$118K	Hold	22,000	–	–	﹤0.01%	1100
2024 Q2	$25.7K	Hold	22,000	–	–	﹤0.01%	987
2024 Q1	$32.8K	Hold	22,000	–	–	﹤0.01%	956
2023 Q4	$46.2K	Hold	22,000	–	–	﹤0.01%	909
2023 Q3	$26.6K	Hold	22,000	–	–	﹤0.01%	930
2023 Q2	$41.4K	Hold	22,000	–	–	﹤0.01%	884
2023 Q1	$60.7K	Hold	22,000	–	–	﹤0.01%	869
2022 Q4	$43.6K	Hold	22,000	–	–	﹤0.01%	799
2022 Q3	$65K	Hold	22,000	–	–	﹤0.01%	817
2022 Q2	$76K	Hold	22,000	–	–	﹤0.01%	777
2022 Q1	$180K	Hold	22,000	–	–	﹤0.01%	772
2021 Q4	$314K	Sell	22,000 -24	-0.1%	-$400	0.01%	576
2021 Q3	$423K	Buy	+22,024	New	+$460K	0.01%	482

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

IEQ Capital's PSNL Position: Q2 2026 in Review

IEQ Capital opened a new position in Personalis (PSNL) in Q2 2026: 27,327 shares worth $366K. The stake represents ﹤0.01% of the portfolio and ranks #1544 among its holdings. This is a return to the name: IEQ Capital previously reported a position in PSNL as recently as Q3 2025.

IEQ Capital first reported a position in PSNL in Q3 2021 and has held it in 18 quarters since. The position peaked at $423K in Q3 2021. 159 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

IEQ Capital held 27,327 shares of Personalis worth $366K as of Q2 2026.
Personalis was a new IEQ Capital position in Q2 2026.
Personalis made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1544 holding.
IEQ Capital first reported a position in Personalis in Q3 2021 and has held it in 18 quarters since.
IEQ Capital's Personalis position peaked at $423K in Q3 2021.
159 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.