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Wellington Shields & Co’s Personalis PSNL Stock Holding History

Wellington Shields & Co’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 		$1.86M Hold
292,489
– – 0.47% 52
2025
Q4 		$2.33M Hold
292,489
– – 0.57% 42
2025
Q3 		$1.91M Hold
292,489
– – 0.5% 46
2025
Q2 		$1.92M Hold
292,489
– – 0.54% 42
2025
Q1 		$1.03M Hold
292,489
– – 0.32% 75
2024
Q4 		$1.69M Hold
292,489
– – 0.52% 45
2024
Q3 		$1.57M Hold
292,489
– – 0.48% 50
2024
Q2 		$342K Sell
292,489
-1,608
-0.5% -$2.21K 0.11% 152
2024
Q1 		$438K Hold
294,097
– – 0.15% 132
2023
Q4 		$618K Sell
294,097
-310,170
-51% -$401K 0.23% 100
2023
Q3 		$731K Sell
604,267
-13,144
-2% -$23.5K 0.18% 81
2023
Q2 		$1.16M Sell
617,411
-395,902
-39% -$895K 0.27% 49
2023
Q1 		$2.8M Hold
1,013,313
– – 0.63% 21
2022
Q4 		$2.01M Buy
1,013,313
+86,947
+9% +$219K 0.46% 29
2022
Q3 		$2.75M Hold
926,366
– – 1.2% 19
2022
Q2 		$3.2M Buy
926,366
+5,888
+0.6% +$30K 0.77% 18
2022
Q1 		$7.54M Hold
920,478
– – 2.48% 4
2021
Q4 		$13.1M Hold
920,478
– – 2.62% 5
2021
Q3 		$17.7M Hold
920,478
– – 6.18% 3
2021
Q2 		$23.3M Hold
920,478
– – 7.69% 2
2021
Q1 		$22.7M Hold
920,478
– – 8.12% 2
2020
Q4 		$33.7M Sell
920,478
-11,000
-1% -$333K 12.07% 1
2020
Q3 		$20.2M Sell
931,478
-107,906
-10% -$2.14M 8.48% 2
2020
Q2 		$13.5M Buy
1,039,384
+44,000
+4% +$488K 5.91% 3
2020
Q1 		$8.03M Buy
995,384
+529,766
+114% +$4.93M 4.43% 3
2019
Q4 		$5.08M Buy
+465,618
New +$4.85M 2.25% 6
2019
Q3 		– Sell
-65,000
Closed -$1.76M – 180
2019
Q2 		$1.76M Buy
+65,000
New +$1.84M 0.83% 31

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 & Co's PSNL Position: Q1 2026 in Review

Wellington Shields & Co held its Personalis (PSNL) position steady in Q1 2026 at 292,489 shares worth $1.86M. The position accounts for 0.47% of the portfolio, ranked #52.

Wellington Shields & Co first reported a position in PSNL in Q2 2019 and has held it in 27 quarters since. The position peaked at $33.7M in Q4 2020. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Wellington Shields & Co held 292,489 shares of Personalis worth $1.86M as of Q1 2026.
  • Wellington Shields & Co left its Personalis share count unchanged in Q1 2026.
  • Personalis made up 0.47% of Wellington Shields & Co's portfolio in Q1 2026, its #52 holding.
  • Wellington Shields & Co first reported a position in Personalis in Q2 2019 and has held it in 27 quarters since.
  • Wellington Shields & Co's Personalis position peaked at $33.7M in Q4 2020.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

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