Carolinas Wealth Consulting’s Parsons PSN Stock Holding History

Carolinas Wealth Consulting’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	-53	Closed	-$3.14K	–	714
2025 Q1	$3.14K	Hold	53	–	–	﹤0.01%	691
2024 Q4	$4.89K	Sell	53 -8	-13%	-$816	﹤0.01%	642
2024 Q3	$6.33K	Hold	61	–	–	﹤0.01%	631
2024 Q2	$4.99K	Sell	61 -13	-18%	-$1.02K	﹤0.01%	649
2024 Q1	$6.14K	Sell	74 -11	-13%	-$802	﹤0.01%	621
2023 Q4	$5.33K	Sell	85 -4	-4%	-$242	﹤0.01%	611
2023 Q3	$5.03K	Sell	89 -1	-1%	-$53	﹤0.01%	603
2023 Q2	$4.33K	Sell	90 -7	-7%	-$319	﹤0.01%	691
2023 Q1	$4.34K	Hold	97	–	–	﹤0.01%	714
2022 Q4	$4.49K	Sell	97 -2	-2%	-$92	﹤0.01%	705
2022 Q3	$4K	Hold	99	–	–	﹤0.01%	688
2022 Q2	$4K	Hold	99	–	–	﹤0.01%	691
2022 Q1	$4K	Hold	99	–	–	﹤0.01%	729
2021 Q4	$3K	Sell	99 -2	-2%	-$69	﹤0.01%	788
2021 Q3	$3K	Buy	101 +13	+15%	+$474	﹤0.01%	753
2021 Q2	$3K	Buy	+88	New	+$3.62K	﹤0.01%	771

Other funds holding PSN

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's PSN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Parsons (PSN) in Q2 2025, closing a stake of 53 shares — an estimated $3.14K sold.

Carolinas Wealth Consulting first reported a position in PSN in Q2 2021 and held it in 16 quarters. The position peaked at $6.33K in Q3 2024. 368 funds tracked by Wall St. Rank hold PSN as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Parsons position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 53 Parsons shares in Q2 2025, an estimated $3.14K.
Carolinas Wealth Consulting first reported a position in Parsons in Q2 2021 and held it in 16 quarters.
Carolinas Wealth Consulting's Parsons position peaked at $6.33K in Q3 2024.
368 funds tracked by Wall St. Rank held Parsons as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.