True Wealth Design
PSN icon

True Wealth Design’s Parsons PSN Stock Holding History

True Wealth Design’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
Q3 		$4.3K Sell
105
-187
-64% -$9.22K ﹤0.01% 1401
2026
Q2 		$15.3K Buy
292
+200
+217% +$10.8K ﹤0.01% 922
2026
Q1 		$4.98K Sell
92
-218
-70% -$13.9K ﹤0.01% 1211
2025
Q4 		$19.2K Sell
310
-175
-36% -$13.7K 0.01% 627
2025
Q3 		$40.2K Hold
485
– – 0.01% 380
2025
Q2 		$34.8K Buy
485
+189
+64% +$12.5K 0.01% 260
2025
Q1 		$17.5K Buy
296
+90
+44% +$6.52K 0.01% 364
2024
Q4 		$19K Sell
206
-83
-29% -$8.46K 0.01% 330
2024
Q3 		$30K Buy
+289
New +$25.9K 0.01% 246

Other funds holding PSN

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
ticino wealth
ticino wealth Mission Viejo, California $324M AUM 26.97% 1-Year Est. Return

True Wealth Design's PSN Position: Q3 2026 in Review

True Wealth Design reduced its Parsons (PSN) stake by 64% in Q3 2026, selling an estimated $9.22K and leaving 105 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

True Wealth Design first reported a position in PSN in Q3 2024 and has held it in 9 quarters since. The position peaked at $40.2K in Q3 2025. 43 funds tracked by Wall St. Rank hold PSN as of Q3 2026.

  • True Wealth Design held 105 shares of Parsons worth $4.3K as of Q3 2026.
  • True Wealth Design sold 187 Parsons shares in Q3 2026, an estimated $9.22K.
  • Parsons made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1401 holding.
  • True Wealth Design first reported a position in Parsons in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Parsons position peaked at $40.2K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Parsons as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.