Corient Private Wealth
PSO icon

Corient Private Wealth’s Pearson PSO Stock Holding History

Corient Private Wealth’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 		$806K Sell
50,742
-872
-2% -$12.9K ﹤0.01% 1928
2026
Q1 		$676K Buy
51,614
+1,370
+3% +$17.8K ﹤0.01% 1866
2025
Q4 		$705K Sell
50,244
-2,783
-5% -$38.5K ﹤0.01% 1685
2025
Q3 		$751K Buy
53,027
+1,081
+2% +$15.6K ﹤0.01% 1571
2025
Q2 		$776K Sell
51,946
-801
-2% -$12.5K ﹤0.01% 1486
2025
Q1 		$844K Sell
52,747
-4,839
-8% -$79.5K ﹤0.01% 1348
2024
Q4 		$928K Sell
57,586
-13,302
-19% -$198K ﹤0.01% 1348
2024
Q3 		$962K Buy
70,888
+16,900
+31% +$227K ﹤0.01% 1422
2024
Q2 		$674K Buy
53,988
+301
+0.6% +$3.71K ﹤0.01% 1491
2024
Q1 		$707K Buy
53,687
+1,045
+2% +$13K ﹤0.01% 1460
2023
Q4 		$647K Sell
52,642
-147
-0.3% -$1.71K ﹤0.01% 1478
2023
Q3 		$556K Sell
52,789
-10,726
-17% -$115K ﹤0.01% 1436
2023
Q2 		$665K Buy
63,515
+4,169
+7% +$43K ﹤0.01% 1313
2023
Q1 		$620K Buy
59,346
+46,994
+380% +$508K ﹤0.01% 1293
2022
Q4 		$139K Buy
+12,352
New +$136K ﹤0.01% 1535

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

Corient Private Wealth's PSO Position: Q2 2026 in Review

Corient Private Wealth reduced its Pearson (PSO) stake by 1.7% in Q2 2026, selling an estimated $12.9K and leaving 50,742 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Corient Private Wealth first reported a position in PSO in Q4 2022 and has held it in 15 quarters since. The position peaked at $962K in Q3 2024. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Corient Private Wealth held 50,742 shares of Pearson worth $806K as of Q2 2026.
  • Corient Private Wealth sold 872 Pearson shares in Q2 2026, an estimated $12.9K.
  • Pearson made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1928 holding.
  • Corient Private Wealth first reported a position in Pearson in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Pearson position peaked at $962K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.