Atria Investments
PSO icon

Atria Investments’s Pearson PSO Stock Holding History

Atria Investments’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 		$564K Sell
35,504
-2,722
-7% -$40.2K 0.01% 1458
2026
Q1 		$502K Buy
38,226
+2,006
+6% +$26K 0.01% 1446
2025
Q4 		$509K Sell
36,220
-1,807
-5% -$25K 0.01% 1434
2025
Q3 		$538K Sell
38,027
-14,530
-28% -$209K 0.01% 1377
2025
Q2 		$785K Buy
52,557
+20,118
+62% +$313K 0.01% 1173
2025
Q1 		$519K Buy
32,439
+15,711
+94% +$258K 0.01% 1336
2024
Q4 		$270K Sell
16,728
-588
-3% -$8.77K ﹤0.01% 1646
2024
Q3 		$235K Sell
17,316
-2,611
-13% -$35K ﹤0.01% 1742
2024
Q2 		$249K Buy
+19,927
New +$245K ﹤0.01% 1699
2020
Q1 		– Sell
-24,345
Closed -$205K – 1027
2019
Q4 		$205K Buy
+24,345
New +$209K 0.01% 1146
2019
Q3 		– Sell
-17,254
Closed -$169K – 942
2019
Q2 		$169K Sell
17,254
-1,805
-9% -$18.9K 0.01% 923
2019
Q1 		$209K Buy
19,059
+2,826
+17% +$33K 0.01% 851
2018
Q4 		$194K Buy
16,233
+5,723
+54% +$66.1K 0.01% 821
2018
Q3 		$121K Buy
+10,510
New +$123K ﹤0.01% 957
2018
Q2 		– Sell
-11,027
Closed -$116K – 997
2018
Q1 		$116K Buy
+11,027
New +$110K 0.01% 862
2015
Q4 		– Sell
-17,062
Closed -$293K – 411
2015
Q3 		$293K Sell
17,062
-1,280
-7% -$23.1K 0.04% 268
2015
Q2 		$348K Buy
18,342
+101
+0.6% +$2.06K 0.04% 296
2015
Q1 		$394K Sell
18,241
-1,906
-9% -$39.4K 0.04% 278
2014
Q4 		$372K Sell
20,147
-594
-3% -$11.1K 0.04% 298
2014
Q3 		$415K Buy
20,741
+111
+0.5% +$2.12K 0.04% 306
2014
Q2 		$409K Buy
20,630
+327
+2% +$6.12K 0.04% 294
2014
Q1 		$362K Buy
20,303
+353
+2% +$6.6K 0.04% 330
2013
Q4 		$447K Sell
19,950
-4,495
-18% -$95.4K 0.04% 311
2013
Q3 		$497K Sell
24,445
-130
-0.5% -$2.59K 0.05% 281
2013
Q2 		$440K Buy
+24,575
New +$446K 0.05% 206

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
LMR Partners
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
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Atria Investments's PSO Position: Q2 2026 in Review

Atria Investments reduced its Pearson (PSO) stake by 7.1% in Q2 2026, selling an estimated $40.2K and leaving 35,504 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #1458.

Atria Investments first reported a position in PSO in Q2 2013 and has held it in 25 quarters since. The position peaked at $785K in Q2 2025. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Atria Investments held 35,504 shares of Pearson worth $564K as of Q2 2026.
  • Atria Investments sold 2,722 Pearson shares in Q2 2026, an estimated $40.2K.
  • Pearson made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1458 holding.
  • Atria Investments first reported a position in Pearson in Q2 2013 and has held it in 25 quarters since.
  • Atria Investments's Pearson position peaked at $785K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.