Claro Advisors’s Pearson PSO Stock Holding History

Claro Advisors’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
2025 Q2	–	Sell	-13,881	Closed	-$222K	–	477
2025 Q1	$222K	Buy	+13,881	New	+$228K	0.03%	452

Other funds holding PSO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Claro Advisors's PSO Position: Q2 2025 in Review

Claro Advisors sold out of Pearson (PSO) in Q2 2025, closing a stake of 13,881 shares — an estimated $222K sold.

Claro Advisors first reported a position in PSO in Q1 2025 and held it in 1 quarter. The position peaked at $222K in Q1 2025. 185 funds tracked by Wall St. Rank hold PSO as of Q2 2025.

Claro Advisors reported no remaining Pearson position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 13,881 Pearson shares in Q2 2025, an estimated $222K.
Claro Advisors first reported a position in Pearson in Q1 2025 and held it in 1 quarter.
Claro Advisors's Pearson position peaked at $222K in Q1 2025.
185 funds tracked by Wall St. Rank held Pearson as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.