LWMI
PSN icon

Legacy Wealth Management (Idaho)’s Parsons PSN Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-18
Closed -$976 – 758
2026
Q1 		$976 Sell
18
-20
-53% -$1.28K ﹤0.01% 877
2025
Q4 		$2.35K Buy
+38
New +$2.97K ﹤0.01% 649

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

Legacy Wealth Management (Idaho)'s PSN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Parsons (PSN) in Q2 2026, closing a stake of 18 shares — an estimated $976 sold.

Legacy Wealth Management (Idaho) first reported a position in PSN in Q4 2025 and held it in 2 quarters. The position peaked at $2.35K in Q4 2025. 341 funds tracked by Wall St. Rank hold PSN as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Parsons position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 18 Parsons shares in Q2 2026, an estimated $976.
  • Legacy Wealth Management (Idaho) first reported a position in Parsons in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Parsons position peaked at $2.35K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Parsons as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.