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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
Q2 		– Sell
-10,115
Closed -$133K – 1292
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 $1.89T 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

Coldstream Capital Management's PSO Position: Q2 2026 in Review

Coldstream Capital Management sold out of Pearson (PSO) in Q2 2026, closing a stake of 10,115 shares — an estimated $133K sold.

Coldstream Capital Management first reported a position in PSO in Q4 2024 and held it in 5 quarters. The position peaked at $357K in Q2 2025. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Coldstream Capital Management reported no remaining Pearson position as of Q2 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 10,115 Pearson shares in Q2 2026, an estimated $133K.
  • Coldstream Capital Management first reported a position in Pearson in Q4 2024 and held it in 5 quarters.
  • Coldstream Capital Management's Pearson position peaked at $357K in Q2 2025.
  • 212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.