Steward Partners Investment Advisory’s Personalis PSNL Stock Holding History

Steward Partners Investment Advisory’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	$58.9K	Buy	+4,393	New	+$35.8K	﹤0.01%	2852
2023 Q1	–	Sell	-100	Closed	-$198	–	3396
2022 Q4	$198	Hold	100	–	–	﹤0.01%	3261
2022 Q3	$0	Hold	100	–	–	﹤0.01%	3351
2022 Q2	$0	Hold	100	–	–	﹤0.01%	3343
2022 Q1	$1K	Sell	100 -5	-5%	-$52	﹤0.01%	3216
2021 Q4	$1K	Hold	105	–	–	﹤0.01%	3118
2021 Q3	$2K	Hold	105	–	–	﹤0.01%	3004
2021 Q2	$3K	Buy	105 +5	+5%	+$114	﹤0.01%	6793
2021 Q1	$2.46K	Hold	100	–	–	﹤0.01%	3187
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	2581
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	2591
2020 Q2	$1K	Buy	+100	New	+$1.11K	﹤0.01%	2598

Other funds holding PSNL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Steward Partners Investment Advisory's PSNL Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Personalis (PSNL) in Q2 2026: 4,393 shares worth $58.9K. The stake represents ﹤0.01% of the portfolio and ranks #2852 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in PSNL as recently as Q4 2022.

Steward Partners Investment Advisory first reported a position in PSNL in Q2 2020 and has held it in 12 quarters since. 158 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

Steward Partners Investment Advisory held 4,393 shares of Personalis worth $58.9K as of Q2 2026.
Personalis was a new Steward Partners Investment Advisory position in Q2 2026.
Personalis made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2852 holding.
Steward Partners Investment Advisory first reported a position in Personalis in Q2 2020 and has held it in 12 quarters since.
158 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.