Rooted Wealth Advisors’s Parsons PSN Stock Holding History

Rooted 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 Q1	–	Sell	-12,749	Closed	-$873K	–	146
2025 Q4	$873K	Buy	+12,749	New	+$998K	0.25%	67

Other funds holding PSN

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Rooted Wealth Advisors's PSN Position: Q1 2026 in Review

Rooted Wealth Advisors sold out of Parsons (PSN) in Q1 2026, closing a stake of 12,749 shares — an estimated $873K sold.

Rooted Wealth Advisors first reported a position in PSN in Q4 2025 and held it in 1 quarter. The position peaked at $873K in Q4 2025. 342 funds tracked by Wall St. Rank hold PSN as of Q1 2026.

Rooted Wealth Advisors reported no remaining Parsons position as of Q1 2026 after selling out during the quarter.
Rooted Wealth Advisors sold 12,749 Parsons shares in Q1 2026, an estimated $873K.
Rooted Wealth Advisors first reported a position in Parsons in Q4 2025 and held it in 1 quarter.
Rooted Wealth Advisors's Parsons position peaked at $873K in Q4 2025.
342 funds tracked by Wall St. Rank held Parsons as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.