MYIA
PSN icon

Mount Yale Investment Advisors’s Parsons PSN Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-2,500
Closed -$179K – 1373
2025
Q2 		$179K Buy
+2,500
New +$165K 0.01% 553
2025
Q1 		– Sell
-2,500
Closed -$231K – 573
2024
Q4 		$231K Buy
+2,500
New +$255K 0.02% 506
2024
Q3 		– Sell
-3,650
Closed -$299K – 591
2024
Q2 		$299K Buy
+3,650
New +$286K 0.02% 435

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Mount Yale Investment Advisors's PSN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Parsons (PSN) in Q3 2025, closing a stake of 2,500 shares — an estimated $179K sold.

Mount Yale Investment Advisors first reported a position in PSN in Q2 2024 and held it in 3 quarters. The position peaked at $299K in Q2 2024. 379 funds tracked by Wall St. Rank hold PSN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Parsons position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,500 Parsons shares in Q3 2025, an estimated $179K.
  • Mount Yale Investment Advisors first reported a position in Parsons in Q2 2024 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Parsons position peaked at $299K in Q2 2024.
  • 379 funds tracked by Wall St. Rank held Parsons as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.