AWM
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AE Wealth Management’s Parsons PSN Stock Holding History

AE Wealth Management’s Portfolio PSN Stock Details PSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$272K Sell
5,194
-1,736
-25% -$93.8K ﹤0.01% 1536
2026
Q1 		$375K Sell
6,930
-388
-5% -$24.8K ﹤0.01% 1256
2025
Q4 		$452K Sell
7,318
-411
-5% -$32.2K ﹤0.01% 1108
2025
Q3 		$641K Sell
7,729
-729
-9% -$56.4K ﹤0.01% 885
2025
Q2 		$607K Buy
8,458
+802
+10% +$53K ﹤0.01% 857
2025
Q1 		$453K Hold
7,656
– – ﹤0.01% 950
2024
Q4 		$706K Sell
7,656
-250
-3% -$25.5K 0.01% 797
2024
Q3 		$820K Buy
7,906
+2,143
+37% +$192K 0.01% 751
2024
Q2 		$471K Buy
5,763
+150
+3% +$11.8K ﹤0.01% 897
2024
Q1 		$466K Sell
5,613
-8,317
-60% -$606K 0.01% 841
2023
Q4 		$924K Buy
13,930
+8,346
+149% +$505K ﹤0.01% 1186
2023
Q3 		$303K Sell
5,584
-1,858
-25% -$98.4K ﹤0.01% 1604
2023
Q2 		$358K Hold
7,442
– – ﹤0.01% 1537
2023
Q1 		$333K Buy
7,442
+1,925
+35% +$84.6K ﹤0.01% 1503
2022
Q4 		$255K Buy
+5,517
New +$254K ﹤0.01% 1569
2022
Q2 		– Sell
-7,530
Closed -$291K – 1807
2022
Q1 		$291K Buy
7,530
+1,333
+22% +$45.4K ﹤0.01% 1431
2021
Q4 		$209K Sell
6,197
-1,002
-14% -$34.8K ﹤0.01% 1588
2021
Q3 		$243K Buy
+7,199
New +$263K ﹤0.01% 1453
2020
Q4 		– Sell
-13,206
Closed -$443K – 1408
2020
Q3 		$443K Sell
13,206
-2
-0% -$69 0.01% 916
2020
Q2 		$479K Buy
+13,208
New +$496K 0.01% 900

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

AE Wealth Management's PSN Position: Q2 2026 in Review

AE Wealth Management reduced its Parsons (PSN) stake by 25% in Q2 2026, selling an estimated $93.8K and leaving 5,194 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

AE Wealth Management first reported a position in PSN in Q2 2020 and has held it in 20 quarters since. The position peaked at $924K in Q4 2023. 341 funds tracked by Wall St. Rank hold PSN as of Q2 2026.

  • AE Wealth Management held 5,194 shares of Parsons worth $272K as of Q2 2026.
  • AE Wealth Management sold 1,736 Parsons shares in Q2 2026, an estimated $93.8K.
  • Parsons made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1536 holding.
  • AE Wealth Management first reported a position in Parsons in Q2 2020 and has held it in 20 quarters since.
  • AE Wealth Management's Parsons position peaked at $924K in Q4 2023.
  • 341 funds tracked by Wall St. Rank held Parsons as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.