Creative Planning
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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
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
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Creative Planning's PSN Position: Q1 2026 in Review

Creative Planning reduced its Parsons (PSN) stake by 13% in Q1 2026, selling an estimated $121K and leaving 12,954 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

Creative Planning first reported a position in PSN in Q2 2019 and has held it in 13 quarters since. The position peaked at $5.35M in Q3 2025. 340 funds tracked by Wall St. Rank hold PSN as of Q1 2026.

  • Creative Planning held 12,954 shares of Parsons worth $702K as of Q1 2026.
  • Creative Planning sold 1,899 Parsons shares in Q1 2026, an estimated $121K.
  • Parsons made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2757 holding.
  • Creative Planning first reported a position in Parsons in Q2 2019 and has held it in 13 quarters since.
  • Creative Planning's Parsons position peaked at $5.35M in Q3 2025.
  • 340 funds tracked by Wall St. Rank held Parsons as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.