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Integrated Wealth Concepts’s Personalis PSNL Stock Holding History

Integrated Wealth Concepts’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 		$442 Buy
+33
New +$269 ﹤0.01% 5664

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

Integrated Wealth Concepts's PSNL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Personalis (PSNL) in Q2 2026: 33 shares worth $442. The stake represents ﹤0.01% of the portfolio and ranks #5664 among its holdings.

159 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Integrated Wealth Concepts held 33 shares of Personalis worth $442 as of Q2 2026.
  • Personalis was a new Integrated Wealth Concepts position in Q2 2026.
  • Personalis made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5664 holding.
  • 159 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

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