Physician Wealth Advisors’s Personalis PSNL Stock Holding History

Physician 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	$5.86K	Hold	437	–	–	﹤0.01%	1028
2026 Q1	$2.78K	Hold	437	–	–	﹤0.01%	1213
2025 Q4	$3.48K	Hold	437	–	–	﹤0.01%	1085
2025 Q3	$2.85K	Hold	437	–	–	﹤0.01%	1083
2025 Q2	$2.87K	Buy	+437	New	+$2.03K	﹤0.01%	927

Other funds holding PSNL

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

PCM

Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

UWM

Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

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

Physician Wealth Advisors held its Personalis (PSNL) position steady in Q2 2026 at 437 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Physician Wealth Advisors first reported a position in PSNL in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

Physician Wealth Advisors held 437 shares of Personalis worth $5.86K as of Q2 2026.
Physician Wealth Advisors left its Personalis share count unchanged in Q2 2026.
Personalis made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1028 holding.
Physician Wealth Advisors first reported a position in Personalis in Q2 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

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