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Cassaday & Co Wealth Management’s Pearson PSO Stock Holding History

Cassaday & Co Wealth Management’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 		$159 Hold
10
– – ﹤0.01% 1235
2026
Q1 		$132 Buy
+10
New +$130 ﹤0.01% 1309

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

Cassaday & Co Wealth Management's PSO Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Pearson (PSO) position steady in Q2 2026 at 10 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Cassaday & Co Wealth Management first reported a position in PSO in Q1 2026 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Cassaday & Co Wealth Management held 10 shares of Pearson worth $159 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Pearson share count unchanged in Q2 2026.
  • Pearson made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1235 holding.
  • Cassaday & Co Wealth Management first reported a position in Pearson in Q1 2026 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.