Cornerstone Planning Group’s Pearson PSO Stock Holding History

Cornerstone Planning Group’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	$1.29K	Buy	80 +27	+51%	+$399	﹤0.01%	1435
2026 Q1	$803	Buy	53 +2	+4%	+$26	﹤0.01%	1521
2025 Q4	$664	Buy	51 +31	+155%	+$429	﹤0.01%	1451
2025 Q3	$145	Sell	20 -62	-76%	-$892	﹤0.01%	1625
2025 Q2	$1.23K	Buy	82 +37	+82%	+$576	﹤0.01%	1063
2025 Q1	$708	Sell	45 -35	-44%	-$575	﹤0.01%	1210
2024 Q4	$1.29K	Buy	+80	New	+$1.19K	﹤0.01%	904
2024 Q2	–	Sell	-72	Closed	-$894	–	1324
2024 Q1	$894	Buy	+72	New	+$895	﹤0.01%	802

Other funds holding PSO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Cornerstone Planning Group's PSO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Pearson (PSO) stake by 51% in Q2 2026, buying an estimated $399 and bringing the position to 80 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Cornerstone Planning Group first reported a position in PSO in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.29K in Q4 2024. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Cornerstone Planning Group held 80 shares of Pearson worth $1.29K as of Q2 2026.
Cornerstone Planning Group bought 27 Pearson shares in Q2 2026, an estimated $399.
Pearson made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1435 holding.
Cornerstone Planning Group first reported a position in Pearson in Q1 2024 and has held it in 8 quarters since.
Cornerstone Planning Group's Pearson position peaked at $1.29K in Q4 2024.
211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.