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Rothschild Investment LLC’s Personalis PSNL Stock Holding History

Rothschild Investment LLC’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 		$938 Sell
70
-15
-18% -$122 ﹤0.01% 3071
2026
Q1 		$541 Buy
+85
New +$718 ﹤0.01% 3104

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

Rothschild Investment LLC's PSNL Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Personalis (PSNL) stake by 18% in Q2 2026, selling an estimated $122 and leaving 70 shares worth $938. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

Rothschild Investment LLC first reported a position in PSNL in Q1 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Rothschild Investment LLC held 70 shares of Personalis worth $938 as of Q2 2026.
  • Rothschild Investment LLC sold 15 Personalis shares in Q2 2026, an estimated $122.
  • Personalis made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3071 holding.
  • Rothschild Investment LLC first reported a position in Personalis in Q1 2026 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.