BWL
PSO icon

Bogart Wealth LLC’s Pearson PSO Stock Holding History

Bogart Wealth LLC’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 		$715 Buy
45
+14
+45% +$207 ﹤0.01% 1688
2026
Q1 		$407 Buy
+31
New +$402 ﹤0.01% 1643
2025
Q1 		– Sell
-101
Closed -$1.63K – 1497
2024
Q4 		$1.63K Buy
+101
New +$1.51K ﹤0.01% 1131

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

Bogart Wealth LLC's PSO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Pearson (PSO) stake by 45% in Q2 2026, buying an estimated $207 and bringing the position to 45 shares worth $715. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Bogart Wealth LLC first reported a position in PSO in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.63K in Q4 2024. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Bogart Wealth LLC held 45 shares of Pearson worth $715 as of Q2 2026.
  • Bogart Wealth LLC bought 14 Pearson shares in Q2 2026, an estimated $207.
  • Pearson made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1688 holding.
  • Bogart Wealth LLC first reported a position in Pearson in Q4 2024 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Pearson position peaked at $1.63K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.