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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 $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Waverly Advisors's PSN Position: Q1 2026 in Review

Waverly Advisors sold out of Parsons (PSN) in Q1 2026, closing a stake of 3,520 shares — an estimated $218K sold.

Waverly Advisors first reported a position in PSN in Q2 2024 and held it in 6 quarters. The position peaked at $748K in Q2 2024. 342 funds tracked by Wall St. Rank hold PSN as of Q1 2026.

  • Waverly Advisors reported no remaining Parsons position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 3,520 Parsons shares in Q1 2026, an estimated $218K.
  • Waverly Advisors first reported a position in Parsons in Q2 2024 and held it in 6 quarters.
  • Waverly Advisors's Parsons position peaked at $748K in Q2 2024.
  • 342 funds tracked by Wall St. Rank held Parsons as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.