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Williams Jones Wealth Management’s Personalis PSNL Stock Holding History

Williams Jones 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
Q1 		$854K Hold
134,072
– – 0.01% 283
2025
Q4 		$1.07M Hold
134,072
– – 0.01% 249
2025
Q3 		$874K Hold
134,072
– – 0.01% 270
2025
Q2 		$880K Hold
134,072
– – 0.01% 267
2025
Q1 		$471K Hold
134,072
– – 0.01% 343
2024
Q4 		$775K Buy
134,072
+118,572
+765% +$547K 0.01% 276
2024
Q3 		$83.4K Buy
+15,500
New +$63.8K ﹤0.01% 519

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

Williams Jones Wealth Management's PSNL Position: Q1 2026 in Review

Williams Jones Wealth Management held its Personalis (PSNL) position steady in Q1 2026 at 134,072 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #283.

Williams Jones Wealth Management first reported a position in PSNL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2025. 140 funds tracked by Wall St. Rank hold PSNL as of Q1 2026.

  • Williams Jones Wealth Management held 134,072 shares of Personalis worth $854K as of Q1 2026.
  • Williams Jones Wealth Management left its Personalis share count unchanged in Q1 2026.
  • Personalis made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #283 holding.
  • Williams Jones Wealth Management first reported a position in Personalis in Q3 2024 and has held it in 7 quarters since.
  • Williams Jones Wealth Management's Personalis position peaked at $1.07M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Personalis as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.