Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Personalis PSNL Stock Holding History

Sumitomo Mitsui Trust Group’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
Q1 		$3.08M Sell
484,270
-34,171
-7% -$288K ﹤0.01% 750
2025
Q4 		$4.13M Sell
518,441
-72,555
-12% -$635K ﹤0.01% 746
2025
Q3 		$3.85M Sell
590,996
-49,424
-8% -$281K ﹤0.01% 755
2025
Q2 		$4.2M Sell
640,420
-35,554
-5% -$165K ﹤0.01% 733
2025
Q1 		$2.37M Sell
675,974
-57,339
-8% -$272K ﹤0.01% 786
2024
Q4 		$4.24M Sell
733,313
-59,295
-7% -$274K ﹤0.01% 760
2024
Q3 		$4.26M Sell
792,608
-92,809
-10% -$382K ﹤0.01% 766
2024
Q2 		$1.04M Sell
885,417
-92,217
-9% -$127K ﹤0.01% 894
2024
Q1 		$1.46M Sell
977,634
-106,051
-10% -$164K ﹤0.01% 927
2023
Q4 		$2.28M Hold
1,083,685
– – ﹤0.01% 891
2023
Q3 		$1.31M Hold
1,083,685
– – ﹤0.01% 956
2023
Q2 		$2.04M Buy
1,083,685
+64,972
+6% +$147K ﹤0.01% 922
2023
Q1 		$2.81M Buy
1,018,713
+128,843
+14% +$362K ﹤0.01% 881
2022
Q4 		$1.76M Sell
889,870
-60,231
-6% -$152K ﹤0.01% 948
2022
Q3 		$2.82M Sell
950,101
-7,284
-0.8% -$27.8K ﹤0.01% 909
2022
Q2 		$3.3M Sell
957,385
-44,039
-4% -$224K ﹤0.01% 902
2022
Q1 		$8.2M Sell
1,001,424
-78,716
-7% -$815K 0.01% 808
2021
Q4 		$15.4M Sell
1,080,140
-4,886
-0.5% -$81.4K 0.01% 736
2021
Q3 		$20.9M Buy
1,085,026
+2,111
+0.2% +$44.1K 0.01% 713
2021
Q2 		$27.4M Sell
1,082,915
-139,763
-11% -$3.2M 0.02% 684
2021
Q1 		$30.1M Buy
1,222,678
+149,560
+14% +$5.13M 0.02% 654
2020
Q4 		$39.3M Buy
1,073,118
+151,705
+16% +$4.59M 0.03% 594
2020
Q3 		$20M Buy
921,413
+119,133
+15% +$2.37M 0.01% 687
2020
Q2 		$10.4M Sell
802,280
-412,430
-34% -$4.58M 0.01% 739
2020
Q1 		$9.8M Buy
1,214,710
+253,880
+26% +$2.36M 0.01% 721
2019
Q4 		$10.5M Buy
960,830
+158,412
+20% +$1.65M 0.01% 739
2019
Q3 		$11.8M Buy
+802,418
New +$15.2M 0.01% 713

Other funds holding PSNL

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sumitomo Mitsui Trust Group's PSNL Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Personalis (PSNL) stake by 6.6% in Q1 2026, selling an estimated $288K and leaving 484,270 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Sumitomo Mitsui Trust Group first reported a position in PSNL in Q3 2019 and has held it in 27 quarters since. The position peaked at $39.3M in Q4 2020. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 484,270 shares of Personalis worth $3.08M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 34,171 Personalis shares in Q1 2026, an estimated $288K.
  • Personalis made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #750 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Personalis in Q3 2019 and has held it in 27 quarters since.
  • Sumitomo Mitsui Trust Group's Personalis position peaked at $39.3M in Q4 2020.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.