Pathstone Holdings
PSNL icon

Pathstone Holdings’s Personalis PSNL Stock Holding History

Pathstone Holdings’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 		$245K Sell
38,449
-566
-1% -$4.78K ﹤0.01% 2033
2025
Q4 		$311K Buy
+39,015
New +$341K ﹤0.01% 1954
2025
Q1 		– Sell
-10,215
Closed -$59.1K – 2359
2024
Q4 		$59.1K Sell
10,215
-4,690
-31% -$21.6K ﹤0.01% 2258
2024
Q3 		$80.2K Sell
14,905
-20,623
-58% -$84.9K ﹤0.01% 2258
2024
Q2 		$41.6K Sell
35,528
-485
-1% -$665 ﹤0.01% 2272
2024
Q1 		$53.7K Sell
36,013
-383
-1% -$593 ﹤0.01% 2253
2023
Q4 		$76.4K Buy
+36,396
New +$47K ﹤0.01% 2159

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

Pathstone Holdings's PSNL Position: Q1 2026 in Review

Pathstone Holdings reduced its Personalis (PSNL) stake by 1.5% in Q1 2026, selling an estimated $4.78K and leaving 38,449 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Pathstone Holdings first reported a position in PSNL in Q4 2023 and has held it in 7 quarters since. The position peaked at $311K in Q4 2025. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Pathstone Holdings held 38,449 shares of Personalis worth $245K as of Q1 2026.
  • Pathstone Holdings sold 566 Personalis shares in Q1 2026, an estimated $4.78K.
  • Personalis made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #2033 holding.
  • Pathstone Holdings first reported a position in Personalis in Q4 2023 and has held it in 7 quarters since.
  • Pathstone Holdings's Personalis position peaked at $311K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.