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Summit Wealth Group (Colorado)’s Parsons PSN Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-63,912
Closed -$2.02M – 412
2025
Q3 		$2.02M Buy
+63,912
New +$4.94M 0.31% 55

Other funds holding PSN

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PSN Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Parsons (PSN) in Q4 2025, closing a stake of 63,912 shares — an estimated $2.02M sold.

Summit Wealth Group (Colorado) first reported a position in PSN in Q3 2025 and held it in 1 quarter. The position peaked at $2.02M in Q3 2025. 361 funds tracked by Wall St. Rank hold PSN as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Parsons position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 63,912 Parsons shares in Q4 2025, an estimated $2.02M.
  • Summit Wealth Group (Colorado) first reported a position in Parsons in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Parsons position peaked at $2.02M in Q3 2025.
  • 361 funds tracked by Wall St. Rank held Parsons as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.