Congress Wealth Management’s Parsons PSN Stock Holding History

Congress 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
2025 Q1	–	Sell	-16,664	Closed	-$1.54M	–	1109
2024 Q4	$1.54M	Buy	+16,664	New	+$1.7M	0.02%	452
2023 Q3	–	Sell	-12,500	Closed	-$602K	–	619
2023 Q2	$602K	Sell	12,500 -10,000	-44%	-$456K	0.01%	397
2023 Q1	$1.01M	Sell	22,500 -50	-0.2%	-$2.2K	0.02%	340
2022 Q4	$1.04M	Sell	22,550 -10,000	-31%	-$461K	0.03%	328
2022 Q3	$1.28M	Buy	+32,550	New	+$1.35M	0.03%	311

Other funds holding PSN

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's PSN Position: Q1 2025 in Review

Congress Wealth Management sold out of Parsons (PSN) in Q1 2025, closing a stake of 16,664 shares — an estimated $1.54M sold.

Congress Wealth Management first reported a position in PSN in Q3 2022 and held it in 5 quarters. The position peaked at $1.54M in Q4 2024. 357 funds tracked by Wall St. Rank hold PSN as of Q1 2025.

Congress Wealth Management reported no remaining Parsons position as of Q1 2025 after selling out during the quarter.
Congress Wealth Management sold 16,664 Parsons shares in Q1 2025, an estimated $1.54M.
Congress Wealth Management first reported a position in Parsons in Q3 2022 and held it in 5 quarters.
Congress Wealth Management's Parsons position peaked at $1.54M in Q4 2024.
357 funds tracked by Wall St. Rank held Parsons as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.