AAS
PSN icon

Avantax Advisory Services’s Parsons PSN Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.88M Sell
26,128
-177
-0.7% -$11.7K 0.01% 832
2025
Q1 		$1.56M Sell
26,305
-2,330
-8% -$169K 0.01% 875
2024
Q4 		$2.64M Buy
28,635
+1,794
+7% +$183K 0.02% 601
2024
Q3 		$2.78M Buy
26,841
+420
+2% +$37.7K 0.02% 563
2024
Q2 		$2.16M Buy
26,421
+3,424
+15% +$268K 0.02% 635
2024
Q1 		$1.91M Buy
22,997
+509
+2% +$37.1K 0.02% 550
2023
Q4 		$1.41M Buy
+22,488
New +$1.36M 0.01% 608

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's PSN Position: Q2 2025 in Review

Avantax Advisory Services reduced its Parsons (PSN) stake by 0.67% in Q2 2025, selling an estimated $11.7K and leaving 26,128 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #832.

Avantax Advisory Services first reported a position in PSN in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.78M in Q3 2024. 368 funds tracked by Wall St. Rank hold PSN as of Q2 2025.

  • Avantax Advisory Services held 26,128 shares of Parsons worth $1.88M as of Q2 2025.
  • Avantax Advisory Services sold 177 Parsons shares in Q2 2025, an estimated $11.7K.
  • Parsons made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #832 holding.
  • Avantax Advisory Services first reported a position in Parsons in Q4 2023 and has held it in 7 quarters since.
  • Avantax Advisory Services's Parsons position peaked at $2.78M in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Parsons as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.