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Blue Trust Inc’s Pearson PSO Stock Holding History

Blue Trust Inc’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 		$61.5K Sell
3,869
-172
-4% -$2.54K ﹤0.01% 1262
2026
Q1 		$53.1K Sell
4,041
-352
-8% -$4.57K ﹤0.01% 1301
2025
Q4 		$61.7K Sell
4,393
-849
-16% -$11.7K ﹤0.01% 1272
2025
Q3 		$74.2K Buy
5,242
+129
+3% +$1.86K ﹤0.01% 1208
2025
Q2 		$76.3K Buy
5,113
+598
+13% +$9.3K ﹤0.01% 1168
2025
Q1 		$72.3K Buy
4,515
+449
+11% +$7.38K ﹤0.01% 1142
2024
Q4 		$65.5K Sell
4,066
-21,132
-84% -$315K ﹤0.01% 1121
2024
Q3 		$314K Buy
25,198
+19,109
+314% +$256K ﹤0.01% 651
2024
Q2 		$80.1K Buy
6,089
+5,676
+1,374% +$69.9K ﹤0.01% 1051
2024
Q1 		$5.43K Sell
413
-982
-70% -$12.2K ﹤0.01% 1622
2023
Q4 		$14K Sell
1,395
-692
-33% -$8.05K ﹤0.01% 1457
2023
Q3 		$22K Sell
2,087
-54
-3% -$579 ﹤0.01% 1147
2023
Q2 		$22K Sell
2,141
-666
-24% -$6.87K ﹤0.01% 1017
2023
Q1 		$32K Buy
2,807
+37
+1% +$400 ﹤0.01% 1201
2022
Q4 		$26K Buy
2,770
+2,728
+6,495% +$30K ﹤0.01% 1197
2022
Q3 		$0 Hold
42
– – ﹤0.01% 2272
2022
Q2 		$0 Buy
+42
New +$405 ﹤0.01% 1987

Other funds holding PSO

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Blue Trust Inc's PSO Position: Q2 2026 in Review

Blue Trust Inc reduced its Pearson (PSO) stake by 4.3% in Q2 2026, selling an estimated $2.54K and leaving 3,869 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Blue Trust Inc first reported a position in PSO in Q2 2022 and has held it in 17 quarters since. The position peaked at $314K in Q3 2024. 27 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Blue Trust Inc held 3,869 shares of Pearson worth $61.5K as of Q2 2026.
  • Blue Trust Inc sold 172 Pearson shares in Q2 2026, an estimated $2.54K.
  • Pearson made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1262 holding.
  • Blue Trust Inc first reported a position in Pearson in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Pearson position peaked at $314K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.