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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
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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Bogart Wealth LLC's PSO Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Pearson (PSO) in Q1 2026: 31 shares worth $407. The stake represents ﹤0.01% of the portfolio and ranks #1643 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in PSO as recently as Q4 2024.

Bogart Wealth LLC first reported a position in PSO in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.63K in Q4 2024. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Bogart Wealth LLC held 31 shares of Pearson worth $407 as of Q1 2026.
  • Pearson was a new Bogart Wealth LLC position in Q1 2026.
  • Pearson made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1643 holding.
  • Bogart Wealth LLC first reported a position in Pearson in Q4 2024 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Pearson position peaked at $1.63K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.