Opal Wealth Advisors’s Personalis PSNL Stock Holding History

Opal Wealth Advisors’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	–	Sell	-3,500	Closed	-$22.3K	–	488
2026 Q1	$22.3K	Buy	+3,500	New	+$29.5K	0.01%	576

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

Opal Wealth Advisors's PSNL Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Personalis (PSNL) in Q2 2026, closing a stake of 3,500 shares — an estimated $22.3K sold.

Opal Wealth Advisors first reported a position in PSNL in Q1 2026 and held it in 1 quarter. The position peaked at $22.3K in Q1 2026. 159 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

Opal Wealth Advisors reported no remaining Personalis position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 3,500 Personalis shares in Q2 2026, an estimated $22.3K.
Opal Wealth Advisors first reported a position in Personalis in Q1 2026 and held it in 1 quarter.
Opal Wealth Advisors's Personalis position peaked at $22.3K in Q1 2026.
159 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.