LPL Financial
PSNL icon

LPL Financial’s Personalis PSNL Stock Holding History

LPL Financial’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 		$841K Sell
132,012
-331
-0.3% -$2.79K ﹤0.01% 4331
2025
Q4 		$1.05M Sell
132,343
-1,749
-1% -$15.3K ﹤0.01% 4027
2025
Q3 		$874K Sell
134,092
-5,298
-4% -$30.2K ﹤0.01% 4124
2025
Q2 		$914K Sell
139,390
-8,525
-6% -$39.6K ﹤0.01% 3829
2025
Q1 		$519K Buy
147,915
+4,000
+3% +$19K ﹤0.01% 4139
2024
Q4 		$832K Sell
143,915
-6,773
-4% -$31.3K ﹤0.01% 3652
2024
Q3 		$811K Sell
150,688
-40,540
-21% -$167K ﹤0.01% 3573
2024
Q2 		$224K Sell
191,228
-19,800
-9% -$27.2K ﹤0.01% 4483
2024
Q1 		$314K Buy
211,028
+18,075
+9% +$28K ﹤0.01% 4159
2023
Q4 		$405K Sell
192,953
-1,186
-0.6% -$1.53K ﹤0.01% 3829
2023
Q3 		$235K Sell
194,139
-6,442
-3% -$11.5K ﹤0.01% 4119
2023
Q2 		$377K Buy
200,581
+17,189
+9% +$38.9K ﹤0.01% 3679
2023
Q1 		$506K Buy
183,392
+45,542
+33% +$128K ﹤0.01% 3318
2022
Q4 		$273K Buy
137,850
+58,013
+73% +$146K ﹤0.01% 3719
2022
Q3 		$237K Buy
79,837
+22,617
+40% +$86.3K ﹤0.01% 3788
2022
Q2 		$197K Buy
57,220
+40,334
+239% +$205K ﹤0.01% 3960
2022
Q1 		$138K Buy
+16,886
New +$175K ﹤0.01% 3914

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

LPL Financial's PSNL Position: Q1 2026 in Review

LPL Financial reduced its Personalis (PSNL) stake by 0.25% in Q1 2026, selling an estimated $2.79K and leaving 132,012 shares worth $841K. The position accounts for ﹤0.01% of the portfolio, ranked #4331.

LPL Financial first reported a position in PSNL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q4 2025. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • LPL Financial held 132,012 shares of Personalis worth $841K as of Q1 2026.
  • LPL Financial sold 331 Personalis shares in Q1 2026, an estimated $2.79K.
  • Personalis made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4331 holding.
  • LPL Financial first reported a position in Personalis in Q1 2022 and has held it in 17 quarters since.
  • LPL Financial's Personalis position peaked at $1.05M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.