TWD
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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
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

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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