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Cape Investment Advisory’s Parsons PSN Stock Holding History

Cape Investment Advisory’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 		– Sell
-1,592
Closed -$94.3K – 1240
2025
Q1 		$94.3K Hold
1,592
– – 0.04% 253
2024
Q4 		$147K Buy
+1,592
New +$162K 0.06% 206

Other funds holding PSN

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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

Cape Investment Advisory's PSN Position: Q2 2025 in Review

Cape Investment Advisory sold out of Parsons (PSN) in Q2 2025, closing a stake of 1,592 shares — an estimated $94.3K sold.

Cape Investment Advisory first reported a position in PSN in Q4 2024 and held it in 2 quarters. The position peaked at $147K in Q4 2024. 367 funds tracked by Wall St. Rank hold PSN as of Q2 2025.

  • Cape Investment Advisory reported no remaining Parsons position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 1,592 Parsons shares in Q2 2025, an estimated $94.3K.
  • Cape Investment Advisory first reported a position in Parsons in Q4 2024 and held it in 2 quarters.
  • Cape Investment Advisory's Parsons position peaked at $147K in Q4 2024.
  • 367 funds tracked by Wall St. Rank held Parsons as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.