WA
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Waverly Advisors’s Parsons PSN Stock Holding History

Waverly 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
-3,520
Closed -$218K – 1664
2025
Q4 		$218K Sell
3,520
-896
-20% -$70.1K ﹤0.01% 1349
2025
Q3 		$366K Sell
4,416
-76
-2% -$5.88K ﹤0.01% 969
2025
Q2 		$322K Buy
+4,492
New +$297K ﹤0.01% 940
2025
Q1 		– Sell
-2,531
Closed -$233K – 1122
2024
Q4 		$233K Sell
2,531
-887
-26% -$90.4K ﹤0.01% 891
2024
Q3 		$354K Sell
3,418
-5,723
-63% -$513K 0.01% 644
2024
Q2 		$748K Buy
+9,141
New +$717K 0.01% 486

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