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Tanglewood Legacy Advisors’s Parsons PSN Stock Holding History

Tanglewood Legacy 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
Q2 		– Sell
-666
Closed -$39.4K – 300
2025
Q1 		$39.4K Buy
666
+124
+23% +$8.98K 0.02% 184
2024
Q4 		$50K Hold
542
– – 0.02% 175
2024
Q3 		$56.2K Hold
542
– – 0.03% 157
2024
Q2 		$44.3K Buy
+542
New +$42.5K 0.02% 171

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tanglewood Legacy Advisors's PSN Position: Q2 2025 in Review

Tanglewood Legacy Advisors sold out of Parsons (PSN) in Q2 2025, closing a stake of 666 shares — an estimated $39.4K sold.

Tanglewood Legacy Advisors first reported a position in PSN in Q2 2024 and held it in 4 quarters. The position peaked at $56.2K in Q3 2024. 368 funds tracked by Wall St. Rank hold PSN as of Q2 2025.

  • Tanglewood Legacy Advisors reported no remaining Parsons position as of Q2 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 666 Parsons shares in Q2 2025, an estimated $39.4K.
  • Tanglewood Legacy Advisors first reported a position in Parsons in Q2 2024 and held it in 4 quarters.
  • Tanglewood Legacy Advisors's Parsons position peaked at $56.2K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Parsons as of Q2 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.