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EP Wealth Advisors’s Parsons PSN Stock Holding History

EP Wealth Advisors’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 		$582K Buy
11,105
+469
+4% +$25.3K ﹤0.01% 960
2026
Q1 		$576K Buy
10,636
+119
+1% +$7.6K ﹤0.01% 842
2025
Q4 		$650K Buy
+10,517
New +$823K ﹤0.01% 757
2025
Q2 		$1.05M Buy
14,634
+7,599
+108% +$502K 0.01% 554
2025
Q1 		$417K Sell
7,035
-279
-4% -$20.2K ﹤0.01% 771
2024
Q4 		$675K Sell
7,314
-39
-0.5% -$3.98K 0.01% 599
2024
Q3 		$762K Buy
7,353
+271
+4% +$24.3K 0.01% 568
2024
Q2 		$579K Sell
7,082
-4,813
-40% -$377K 0.01% 503
2024
Q1 		$987K Buy
11,895
+61
+0.5% +$4.45K 0.01% 377
2023
Q4 		$742K Sell
11,834
-5,000
-30% -$302K 0.01% 418
2023
Q3 		$915K Sell
16,834
-2,608
-13% -$138K 0.01% 349
2023
Q2 		$1.12M Buy
19,442
+11,221
+136% +$512K 0.02% 310
2023
Q1 		$834K Sell
8,221
-26,142
-76% -$1.15M 0.01% 328
2022
Q4 		$1.59M Buy
+34,363
New +$1.58M 0.03% 233

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 $580B AUM 38.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

EP Wealth Advisors's PSN Position: Q2 2026 in Review

EP Wealth Advisors increased its Parsons (PSN) stake by 4.4% in Q2 2026, buying an estimated $25.3K and bringing the position to 11,105 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

EP Wealth Advisors first reported a position in PSN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.59M in Q4 2022. 342 funds tracked by Wall St. Rank hold PSN as of Q2 2026.

  • EP Wealth Advisors held 11,105 shares of Parsons worth $582K as of Q2 2026.
  • EP Wealth Advisors bought 469 Parsons shares in Q2 2026, an estimated $25.3K.
  • Parsons made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #960 holding.
  • EP Wealth Advisors first reported a position in Parsons in Q4 2022 and has held it in 14 quarters since.
  • EP Wealth Advisors's Parsons position peaked at $1.59M in Q4 2022.
  • 342 funds tracked by Wall St. Rank held Parsons as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.