Carson Wealth (CWM LLC)
PSO icon

Carson Wealth (CWM LLC)’s Pearson PSO Stock Holding History

Carson Wealth (CWM 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 		$40.8K Sell
3,106
-626
-17% -$8.13K ﹤0.01% 3952
2025
Q4 		$52K Buy
3,732
+510
+16% +$7.05K ﹤0.01% 3578
2025
Q3 		$46K Buy
3,222
+91
+3% +$1.31K ﹤0.01% 3606
2025
Q2 		$47K Sell
3,131
-1,009
-24% -$15.7K ﹤0.01% 3332
2025
Q1 		$66K Buy
4,140
+1,256
+44% +$20.6K ﹤0.01% 2744
2024
Q4 		$46K Buy
2,884
+53
+2% +$790 ﹤0.01% 2869
2024
Q3 		$38K Sell
2,831
-1,819
-39% -$24.4K ﹤0.01% 2911
2024
Q2 		$58K Buy
4,650
+855
+23% +$10.5K ﹤0.01% 2373
2024
Q1 		$50K Buy
3,795
+1,588
+72% +$19.7K ﹤0.01% 2299
2023
Q4 		$27K Buy
2,207
+183
+9% +$2.13K ﹤0.01% 2578
2023
Q3 		$21K Buy
2,024
+369
+22% +$3.95K ﹤0.01% 2664
2023
Q2 		$17K Sell
1,655
-272
-14% -$2.81K ﹤0.01% 2756
2023
Q1 		$20K Sell
1,927
-340
-15% -$3.68K ﹤0.01% 2523
2022
Q4 		$26K Buy
2,267
+257
+13% +$2.82K ﹤0.01% 2180
2022
Q3 		$19K Sell
2,010
-129
-6% -$1.28K ﹤0.01% 2260
2022
Q2 		$20K Buy
2,139
+238
+13% +$2.3K ﹤0.01% 2120
2022
Q1 		$19K Buy
1,901
+963
+103% +$8.7K ﹤0.01% 2109
2021
Q4 		$8K Buy
+938
New +$8.06K ﹤0.01% 2494
2021
Q2 		$3K Hold
289
– – ﹤0.01% 2549
2021
Q1 		$3K Hold
289
– – ﹤0.01% 2548
2020
Q4 		$3K Hold
289
– – ﹤0.01% 2548
2020
Q3 		$3K Hold
289
– – ﹤0.01% 2547
2020
Q2 		$3K Hold
289
– – ﹤0.01% 2546
2020
Q1 		$3K Hold
289
– – ﹤0.01% 2545
2019
Q4 		$3K Hold
289
– – ﹤0.01% 2544
2019
Q3 		$3K Hold
289
– – ﹤0.01% 2544
2019
Q2 		$3K Hold
289
– – ﹤0.01% 2544
2019
Q1 		$3K Sell
289
-259
-47% -$3.02K ﹤0.01% 2544
2018
Q4 		$7K Buy
548
+175
+47% +$2.02K ﹤0.01% 1455
2018
Q3 		$4K Buy
373
+250
+203% +$2.93K ﹤0.01% 1408
2018
Q2 		$1K Buy
+123
New +$1.42K ﹤0.01% 1576

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PSO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Pearson (PSO) stake by 17% in Q1 2026, selling an estimated $8.13K and leaving 3,106 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3952.

Carson Wealth (CWM LLC) first reported a position in PSO in Q2 2018 and has held it in 31 quarters since. The position peaked at $66K in Q1 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,106 shares of Pearson worth $40.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 626 Pearson shares in Q1 2026, an estimated $8.13K.
  • Pearson made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3952 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pearson in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Pearson position peaked at $66K in Q1 2025.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.