Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Parsons PSN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$524K Sell
9,676
-9,829
-50% -$628K ﹤0.01% 1981
2025
Q4 		$1.21M Sell
19,505
-10,246
-34% -$802K ﹤0.01% 1386
2025
Q3 		$2.47M Sell
29,751
-599
-2% -$46.3K 0.01% 1004
2025
Q2 		$2.18M Buy
30,350
+22,540
+289% +$1.49M 0.01% 915
2025
Q1 		$462K Buy
7,810
+163
+2% +$11.8K ﹤0.01% 1478
2024
Q4 		$705K Buy
7,647
+2,513
+49% +$256K ﹤0.01% 1248
2024
Q3 		$532K Buy
5,134
+4,954
+2,752% +$444K ﹤0.01% 1294
2024
Q2 		$15K Buy
180
+80
+80% +$6.27K ﹤0.01% 3309
2024
Q1 		$8K Buy
100
+5
+5% +$364 ﹤0.01% 3464
2023
Q4 		$6K Hold
95
– – ﹤0.01% 3454
2023
Q3 		$5K Sell
95
-79
-45% -$4.18K ﹤0.01% 3484
2023
Q2 		$8K Buy
174
+87
+100% +$3.97K ﹤0.01% 3230
2023
Q1 		$4K Hold
87
– – ﹤0.01% 3415
2022
Q4 		$4K Hold
87
– – ﹤0.01% 3319
2022
Q3 		$3K Buy
+87
New +$3.61K ﹤0.01% 3352
2022
Q1 		– Sell
-14
Closed – – 3806
2021
Q4 		$0 Buy
+14
New +$486 ﹤0.01% 3618

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 $535B AUM 26.23% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Carson Wealth (CWM LLC)'s PSN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Parsons (PSN) stake by 50% in Q1 2026, selling an estimated $628K and leaving 9,676 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Carson Wealth (CWM LLC) first reported a position in PSN in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.47M in Q3 2025. 342 funds tracked by Wall St. Rank hold PSN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,676 shares of Parsons worth $524K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 9,829 Parsons shares in Q1 2026, an estimated $628K.
  • Parsons made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1981 holding.
  • Carson Wealth (CWM LLC) first reported a position in Parsons in Q4 2021 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Parsons position peaked at $2.47M in Q3 2025.
  • 342 funds tracked by Wall St. Rank held Parsons as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.