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Personalis Ord shares owned by UMA Financial Services

Quarter-by-quarter ownership of Personalis Ord (PSNL) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Personalis Ord

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All positions including Personalis Ord held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Personalis Ord by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8k 437 6.52
2025-06-30 $2.9k 437 6.56

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Personalis Ord

Merck & Co
Lightspeed Management Company
ARK Investment Management
BlackRock
AIGH Capital Management
Vanguard Group
T. Rowe Price Investment Management
Standard Life Aberdeen
Kennedy Capital Management
Blue Water Life Science Advisors
Geode Capital Management
Millennium Management
Dimensional Fund Advisors
State Street Corporation
Morgan Stanley

View all funds holding Personalis Ord