UWM
PSNL icon

Udine Wealth Management’s Personalis PSNL Stock Holding History

Udine Wealth Management’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 		$2.9M Buy
+50,030
New +$407K 1.19% 29

Other funds holding PSNL

Aberdeen Group
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
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
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Udine Wealth Management's PSNL Position: Q2 2026 in Review

Udine Wealth Management opened a new position in Personalis (PSNL) in Q2 2026: 50,030 shares worth $2.9M. The stake represents 1.19% of the portfolio and ranks #29 among its holdings.

21 funds tracked by Wall St. Rank hold PSNL as of Q2 2026.

  • Udine Wealth Management held 50,030 shares of Personalis worth $2.9M as of Q2 2026.
  • Personalis was a new Udine Wealth Management position in Q2 2026.
  • Personalis made up 1.19% of Udine Wealth Management's portfolio in Q2 2026, its #29 holding.
  • 21 funds tracked by Wall St. Rank held Personalis as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.