SIS
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Sound Income Strategies’s Personalis PSNL Stock Holding History

Sound Income Strategies’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
-200
Closed -$1.31K – 1899
2026
Q1 		$1.31K Hold
200
– – ﹤0.01% 2246
2025
Q4 		$1.98K Buy
+200
New +$1.75K ﹤0.01% 2142

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $526M AUM 175.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sound Income Strategies's PSNL Position: Q2 2026 in Review

Sound Income Strategies sold out of Personalis (PSNL) in Q2 2026, closing a stake of 200 shares — an estimated $1.31K sold.

Sound Income Strategies first reported a position in PSNL in Q4 2025 and held it in 2 quarters. The position peaked at $1.98K in Q4 2025. 101 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Sound Income Strategies reported no remaining Personalis position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 200 Personalis shares in Q2 2026, an estimated $1.31K.
  • Sound Income Strategies first reported a position in Personalis in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Personalis position peaked at $1.98K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.