Aaron Wealth Advisors
PSO icon

Aaron Wealth Advisors’s Pearson PSO Stock Holding History

Aaron Wealth Advisors’s Portfolio PSO Stock Details PSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$652K Buy
40,624
+269
+0.7% +$4.41K 0.03% 372
2026
Q2 		$641K Buy
40,355
+943
+2% +$13.9K 0.03% 353
2026
Q1 		$517K Buy
+39,412
New +$512K 0.03% 383
2022
Q2 		– Sell
-1,815
Closed -$18.1K – 677
2022
Q1 		$18.1K Buy
+1,815
New +$16.4K ﹤0.01% 667

Other funds holding PSO

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Aaron Wealth Advisors's PSO Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Pearson (PSO) stake by 0.67% in Q3 2026, buying an estimated $4.41K and bringing the position to 40,624 shares worth $652K. The position accounts for 0.03% of the portfolio, ranked #372.

Aaron Wealth Advisors first reported a position in PSO in Q1 2022 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Aaron Wealth Advisors held 40,624 shares of Pearson worth $652K as of Q3 2026.
  • Aaron Wealth Advisors bought 269 Pearson shares in Q3 2026, an estimated $4.41K.
  • Pearson made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #372 holding.
  • Aaron Wealth Advisors first reported a position in Pearson in Q1 2022 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.