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Wellington Shields Capital Management’s Personalis PSNL Stock Holding History

Wellington Shields Capital 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
Q1 		$2.16M Sell
339,733
-267
-0.1% -$2.25K 0.32% 68
2025
Q4 		$2.71M Buy
340,000
+47,865
+16% +$419K 0.39% 52
2025
Q3 		$1.9M Sell
292,135
-134,196
-31% -$764K 0.29% 76
2025
Q2 		$2.8M Hold
426,331
– – 0.47% 51
2025
Q1 		$1.5M Sell
426,331
-4,850
-1% -$23K 0.27% 78
2024
Q4 		$2.49M Sell
431,181
-1,000
-0.2% -$4.62K 0.44% 48
2024
Q3 		$2.33M Sell
432,181
-4,750
-1% -$19.6K 0.4% 56
2024
Q2 		$511K Hold
436,931
– – 0.09% 153
2024
Q1 		$651K Sell
436,931
-40,900
-9% -$63.4K 0.12% 133
2023
Q4 		$1M Sell
477,831
-179,906
-27% -$232K 0.13% 106
2023
Q3 		$796K Sell
657,737
-221,451
-25% -$396K 0.11% 109
2023
Q2 		$1.65M Sell
879,188
-3,750
-0.4% -$8.48K 0.2% 73
2023
Q1 		$2.44M Buy
882,938
+19,800
+2% +$55.7K 0.29% 43
2022
Q4 		$1.71M Sell
863,138
-112,227
-12% -$283K 0.21% 64
2022
Q3 		$2.9M Buy
975,365
+25,000
+3% +$95.3K 0.69% 31
2022
Q2 		$3.28M Buy
950,365
+40,500
+4% +$206K 0.41% 30
2022
Q1 		$7.45M Sell
909,865
-13,125
-1% -$136K 0.82% 15
2021
Q4 		$13.2M Buy
922,990
+12,204
+1% +$203K 1.69% 11
2021
Q3 		$17.5M Buy
910,786
+701
+0.1% +$14.7K 2.39% 4
2021
Q2 		$23M Buy
910,085
+516
+0.1% +$11.8K 2.78% 4
2021
Q1 		$22.4M Buy
909,569
+2,150
+0.2% +$73.7K 2.13% 7
2020
Q4 		$33.2M Buy
907,419
+234,771
+35% +$7.1M 4.44% 2
2020
Q3 		$14.6M Buy
672,648
+124,806
+23% +$2.48M 2.31% 6
2020
Q2 		$7.11M Sell
547,842
-2,000
-0.4% -$22.2K 1.14% 14
2020
Q1 		$4.44M Buy
549,842
+273,260
+99% +$2.54M 0.84% 25
2019
Q4 		$3.02M Buy
276,582
+139,982
+102% +$1.46M 0.46% 47
2019
Q3 		$2M Buy
136,600
+47,400
+53% +$896K 0.33% 67
2019
Q2 		$2.42M Buy
+89,200
New +$2.52M 0.4% 53

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

Wellington Shields Capital Management's PSNL Position: Q1 2026 in Review

Wellington Shields Capital Management reduced its Personalis (PSNL) stake by 0.08% in Q1 2026, selling an estimated $2.25K and leaving 339,733 shares worth $2.16M. The position accounts for 0.32% of the portfolio, ranked #68.

Wellington Shields Capital Management first reported a position in PSNL in Q2 2019 and has held it in 28 quarters since. The position peaked at $33.2M in Q4 2020. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Wellington Shields Capital Management held 339,733 shares of Personalis worth $2.16M as of Q1 2026.
  • Wellington Shields Capital Management sold 267 Personalis shares in Q1 2026, an estimated $2.25K.
  • Personalis made up 0.32% of Wellington Shields Capital Management's portfolio in Q1 2026, its #68 holding.
  • Wellington Shields Capital Management first reported a position in Personalis in Q2 2019 and has held it in 28 quarters since.
  • Wellington Shields Capital Management's Personalis position peaked at $33.2M in Q4 2020.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.