Creative Planning’s Parsons PSN Stock Holding History

Creative Planning’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 Q2	$970K	Buy	18,522 +5,568	+43%	+$301K	﹤0.01%	2660
2026 Q1	$702K	Sell	12,954 -1,899	-13%	-$121K	﹤0.01%	2757
2025 Q4	$918K	Sell	14,853 -49,619	-77%	-$3.88M	﹤0.01%	2346
2025 Q3	$5.35M	Sell	64,472 -1,804	-3%	-$140K	﹤0.01%	837
2025 Q2	$4.76M	Buy	66,276 +56,990	+614%	+$3.76M	﹤0.01%	784
2025 Q1	$550K	Sell	9,286 -1,747	-16%	-$127K	﹤0.01%	2198
2024 Q4	$1.02M	Buy	11,033 +2,543	+30%	+$259K	﹤0.01%	1631
2024 Q3	$880K	Buy	8,490 +1,109	+15%	+$99.5K	﹤0.01%	1617
2024 Q2	$604K	Buy	7,381 +2,198	+42%	+$172K	﹤0.01%	1801
2024 Q1	$430K	Buy	5,183 +1,889	+57%	+$138K	﹤0.01%	1959
2023 Q4	$207K	Buy	3,294 +3,199	+3,367%	+$193K	﹤0.01%	2403
2023 Q3	$5.16K	Buy	+95	New	+$5.03K	﹤0.01%	2712
2019 Q4	–	Sell	-20,007	Closed	-$660K	–	2086
2019 Q3	$660K	Sell	20,007 -493	-2%	-$17.6K	﹤0.01%	931
2019 Q2	$756K	Buy	+20,500	New	+$672K	﹤0.01%	881

Other funds holding PSN

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Creative Planning's PSN Position: Q2 2026 in Review

Creative Planning increased its Parsons (PSN) stake by 43% in Q2 2026, buying an estimated $301K and bringing the position to 18,522 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

Creative Planning first reported a position in PSN in Q2 2019 and has held it in 14 quarters since. The position peaked at $5.35M in Q3 2025. 342 funds tracked by Wall St. Rank hold PSN as of Q2 2026.

Creative Planning held 18,522 shares of Parsons worth $970K as of Q2 2026.
Creative Planning bought 5,568 Parsons shares in Q2 2026, an estimated $301K.
Parsons made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2660 holding.
Creative Planning first reported a position in Parsons in Q2 2019 and has held it in 14 quarters since.
Creative Planning's Parsons position peaked at $5.35M in Q3 2025.
342 funds tracked by Wall St. Rank held Parsons as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.