NewEdge Advisors’s Parsons PSN Stock Holding History

NewEdge 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 Q1	–	Sell	-959	Closed	-$59.3K	–	4336
2025 Q4	$59.3K	Hold	959	–	–	﹤0.01%	2918
2025 Q3	$79.5K	Hold	959	–	–	﹤0.01%	2678
2025 Q2	$68.8K	Hold	959	–	–	﹤0.01%	2567
2025 Q1	$56.8K	Buy	959 +264	+38%	+$19.1K	﹤0.01%	2512
2024 Q4	$64.1K	Sell	695 -14	-2%	-$1.43K	﹤0.01%	2429
2024 Q3	$73.5K	Sell	709 -163	-19%	-$14.6K	﹤0.01%	2298
2024 Q2	$71.3K	Sell	872 -3,940	-82%	-$309K	﹤0.01%	2220
2024 Q1	$399K	Buy	4,812 +3,648	+313%	+$266K	﹤0.01%	1474
2023 Q4	$73K	Sell	1,164 -793	-41%	-$48K	﹤0.01%	2079
2023 Q3	$106K	Buy	+1,957	New	+$104K	﹤0.01%	1812
2023 Q2	–	Sell	-1,115	Closed	-$49.9K	–	3608
2023 Q1	$49.9K	Sell	1,115 -2,250	-67%	-$98.8K	﹤0.01%	2001
2022 Q4	$32.3K	Buy	+3,365	New	+$155K	﹤0.01%	1920

Other funds holding PSN

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.7T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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