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Coldstream Capital Management’s Pearson PSO Stock Holding History

Coldstream Capital 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
Q1 		$133K Buy
+10,115
New +$131K ﹤0.01% 1150
2025
Q4 		– Sell
-20,210
Closed -$286K – 1238
2025
Q3 		$286K Sell
20,210
-3,685
-15% -$53K ﹤0.01% 961
2025
Q2 		$357K Buy
23,895
+16,978
+245% +$264K 0.01% 804
2025
Q1 		$111K Sell
6,917
-4,012
-37% -$65.9K ﹤0.01% 1302
2024
Q4 		$176K Buy
+10,929
New +$163K ﹤0.01% 1028

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

Coldstream Capital Management's PSO Position: Q1 2026 in Review

Coldstream Capital Management opened a new position in Pearson (PSO) in Q1 2026: 10,115 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in PSO as recently as Q3 2025.

Coldstream Capital Management first reported a position in PSO in Q4 2024 and has held it in 5 quarters since. The position peaked at $357K in Q2 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Coldstream Capital Management held 10,115 shares of Pearson worth $133K as of Q1 2026.
  • Pearson was a new Coldstream Capital Management position in Q1 2026.
  • Pearson made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1150 holding.
  • Coldstream Capital Management first reported a position in Pearson in Q4 2024 and has held it in 5 quarters since.
  • Coldstream Capital Management's Pearson position peaked at $357K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.