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
Q2 		$520K Buy
39,015
+566
+1% +$4.61K ﹤0.01% 1855
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 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

Pathstone Holdings's PSNL Position: Q2 2026 in Review

Pathstone Holdings increased its Personalis (PSNL) stake by 1.5% in Q2 2026, buying an estimated $4.61K and bringing the position to 39,015 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Pathstone Holdings first reported a position in PSNL in Q4 2023 and has held it in 8 quarters since. 158 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Pathstone Holdings held 39,015 shares of Personalis worth $520K as of Q2 2026.
  • Pathstone Holdings bought 566 Personalis shares in Q2 2026, an estimated $4.61K.
  • Personalis made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1855 holding.
  • Pathstone Holdings first reported a position in Personalis in Q4 2023 and has held it in 8 quarters since.
  • 158 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.