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Addison Advisors’s Pearson PSO Stock Holding History

Addison 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
Q2 		$17.5K Sell
1,100
-5,532
-83% -$81.8K 0.01% 355
2026
Q1 		$87.1K Sell
6,632
-223
-3% -$2.9K 0.02% 341
2025
Q4 		$96.2K Sell
6,855
-64
-0.9% -$885 0.02% 321
2025
Q3 		$98K Sell
6,919
-651
-9% -$9.37K 0.02% 318
2025
Q2 		$113K Hold
7,570
– – 0.03% 290
2025
Q1 		$121K Buy
7,570
+34
+0.5% +$558 0.03% 273
2024
Q4 		$121K Buy
7,536
+27
+0.4% +$403 0.03% 269
2024
Q3 		$102K Buy
7,509
+96
+1% +$1.29K 0.03% 303
2024
Q2 		$92.5K Buy
7,413
+293
+4% +$3.61K 0.03% 298
2024
Q1 		$93.7K Buy
7,120
+22
+0.3% +$273 0.03% 297
2023
Q4 		$87.2K Buy
7,098
+98
+1% +$1.14K 0.03% 285
2023
Q3 		$73.8K Buy
7,000
+220
+3% +$2.36K 0.03% 282
2023
Q2 		$71.1K Buy
6,780
+517
+8% +$5.33K 0.04% 273
2023
Q1 		$65.4K Buy
6,263
+23
+0.4% +$249 0.04% 274
2022
Q4 		$70.3K Buy
6,240
+2,215
+55% +$24.3K 0.04% 257
2022
Q3 		$38K Buy
4,025
+613
+18% +$6.1K 0.02% 288
2022
Q2 		$31K Buy
3,412
+225
+7% +$2.17K 0.02% 317
2022
Q1 		$32K Buy
+3,187
New +$28.8K 0.02% 344

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Addison Advisors's PSO Position: Q2 2026 in Review

Addison Advisors reduced its Pearson (PSO) stake by 83% in Q2 2026, selling an estimated $81.8K and leaving 1,100 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #355.

Addison Advisors first reported a position in PSO in Q1 2022 and has held it in 18 quarters since. The position peaked at $121K in Q4 2024. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Addison Advisors held 1,100 shares of Pearson worth $17.5K as of Q2 2026.
  • Addison Advisors sold 5,532 Pearson shares in Q2 2026, an estimated $81.8K.
  • Pearson made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #355 holding.
  • Addison Advisors first reported a position in Pearson in Q1 2022 and has held it in 18 quarters since.
  • Addison Advisors's Pearson position peaked at $121K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.