Creative Planning’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.49M | Buy |
265,650
+77,259
| +41% | +$1M | ﹤0.01% | 1454 |
|
|
2025
Q4 | $2.65M | Buy |
188,391
+26,425
| +16% | +$365K | ﹤0.01% | 1478 |
|
|
2025
Q3 | $2.29M | Buy |
161,966
+66,250
| +69% | +$953K | ﹤0.01% | 1438 |
|
|
2025
Q2 | $1.43M | Sell |
95,716
-3,681
| -4% | -$57.3K | ﹤0.01% | 1577 |
|
|
2025
Q1 | $1.59M | Buy |
99,397
+5,804
| +6% | +$95.3K | ﹤0.01% | 1358 |
|
|
2024
Q4 | $1.51M | Buy |
93,593
+25,546
| +38% | +$381K | ﹤0.01% | 1321 |
|
|
2024
Q3 | $923K | Buy |
68,047
+13,017
| +24% | +$175K | ﹤0.01% | 1576 |
|
|
2024
Q2 | $687K | Buy |
55,030
+2,613
| +5% | +$32.2K | ﹤0.01% | 1691 |
|
|
2024
Q1 | $690K | Buy |
52,417
+6,154
| +13% | +$76.5K | ﹤0.01% | 1617 |
|
|
2023
Q4 | $569K | Buy |
46,263
+4,796
| +12% | +$55.8K | ﹤0.01% | 1628 |
|
|
2023
Q3 | $437K | Buy |
41,467
+18,356
| +79% | +$197K | ﹤0.01% | 1651 |
|
|
2023
Q2 | $242K | Buy |
23,111
+12,070
| +109% | +$124K | ﹤0.01% | 2072 |
|
|
2023
Q1 | $115K | Sell |
11,041
-2,990
| -21% | -$32.3K | ﹤0.01% | 2233 |
|
|
2022
Q4 | $158K | Sell |
14,031
-2,047
| -13% | -$22.5K | ﹤0.01% | 2070 |
|
|
2022
Q3 | $154K | Buy |
+16,078
| New | +$160K | ﹤0.01% | 1967 |
|
|
2022
Q1 | – | Sell |
-11,678
| Closed | -$98K | – | 2419 |
|
|
2021
Q4 | $98K | Buy |
11,678
+1,152
| +11% | +$9.89K | ﹤0.01% | 1957 |
|
|
2021
Q3 | $102K | Buy |
+10,526
| New | +$114K | ﹤0.01% | 1943 |
|
|
2019
Q4 | – | Sell |
-12,006
| Closed | -$109K | – | 2087 |
|
|
2019
Q3 | $109K | Sell |
12,006
-500
| -4% | -$5.18K | ﹤0.01% | 1705 |
|
|
2019
Q2 | $130K | Buy |
12,506
+500
| +4% | +$5.24K | ﹤0.01% | 1715 |
|
|
2019
Q1 | $132K | Sell |
12,006
-1,000
| -8% | -$11.7K | ﹤0.01% | 1663 |
|
|
2018
Q4 | $155K | Buy |
13,006
+1,468
| +13% | +$17K | ﹤0.01% | 1559 |
|
|
2018
Q3 | $133K | Hold |
11,538
| – | – | ﹤0.01% | 1746 |
|
|
2018
Q2 | $134K | Hold |
11,538
| – | – | ﹤0.01% | 1717 |
|
|
2018
Q1 | $121K | Sell |
11,538
-2,700
| -19% | -$26.9K | ﹤0.01% | 1714 |
|
|
2017
Q4 | $140K | Buy |
14,238
+182
| +1% | +$1.67K | ﹤0.01% | 1686 |
|
|
2017
Q3 | $114K | Buy |
14,056
+870
| +7% | +$7.03K | ﹤0.01% | 1700 |
|
|
2017
Q2 | $118K | Sell |
13,186
-2,852
| -18% | -$24.8K | ﹤0.01% | 1874 |
|
|
2017
Q1 | $136K | Sell |
16,038
-2,380
| -13% | -$19.8K | ﹤0.01% | 1753 |
|
|
2016
Q4 | $184K | Sell |
18,418
-7,233
| -28% | -$70K | ﹤0.01% | 1453 |
|
|
2016
Q3 | $251K | Buy |
25,651
+24,528
| +2,184% | +$282K | ﹤0.01% | 1280 |
|
|
2016
Q2 | $15K | Sell |
1,123
-61
| -5% | -$728 | ﹤0.01% | 2983 |
|
|
2016
Q1 | $15K | Hold |
1,184
| – | – | ﹤0.01% | 2962 |
|
|
2015
Q4 | $13K | Sell |
1,184
-107
| -8% | -$1.44K | ﹤0.01% | 3126 |
|
|
2015
Q3 | $22K | Buy |
+1,291
| New | +$23.3K | ﹤0.01% | 2653 |
|
|
2015
Q2 | – | Sell |
-61
| Closed | -$1K | – | 2523 |
|
|
2015
Q1 | $1K | Hold |
61
| – | – | ﹤0.01% | 4059 |
|
|
2014
Q4 | $1K | Buy |
+61
| New | +$1.14K | ﹤0.01% | 3995 |
|
|
2014
Q3 | – | Sell |
-20
| Closed | – | – | 4121 |
|
|
2014
Q2 | $0 | Buy |
+20
| New | +$374 | ﹤0.01% | 3926 |
|
|
2013
Q4 | – | Sell |
-125
| Closed | -$3K | – | 3438 |
|
|
2013
Q3 | $3K | Hold |
125
| – | – | ﹤0.01% | 2902 |
|
|
2013
Q2 | $2K | Buy |
+125
| New | +$2.27K | ﹤0.01% | 2841 |
|
Other funds holding PSO
LP
Creative Planning's PSO Position: Q1 2026 in Review
Creative Planning increased its Pearson (PSO) stake by 41% in Q1 2026, buying an estimated $1M and bringing the position to 265,650 shares worth $3.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1454.
Creative Planning first reported a position in PSO in Q2 2013 and has held it in 39 quarters since. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.
- Creative Planning held 265,650 shares of Pearson worth $3.49M as of Q1 2026.
- Creative Planning bought 77,259 Pearson shares in Q1 2026, an estimated $1M.
- Pearson made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1454 holding.
- Creative Planning first reported a position in Pearson in Q2 2013 and has held it in 39 quarters since.
- 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.