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Cromwell Holdings’s Pearson PSO Stock Holding History

Cromwell Holdings’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 		$59.8K Hold
3,761
– – 0.03% 464
2026
Q1 		$50.3K Hold
3,761
– – 0.03% 470
2025
Q4 		$52.8K Hold
3,761
– – 0.03% 458
2025
Q3 		$53.3K Hold
3,761
– – 0.03% 466
2025
Q2 		$56.2K Hold
3,761
– – 0.03% 437
2025
Q1 		$61K Hold
3,761
– – 0.04% 407
2024
Q4 		$60.6K Hold
3,761
– – 0.04% 405
2024
Q3 		$51K Hold
3,761
– – 0.03% 451
2024
Q2 		$46.9K Buy
+3,761
New +$46.3K 0.03% 449

Other funds holding PSO

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Cromwell Holdings's PSO Position: Q2 2026 in Review

Cromwell Holdings held its Pearson (PSO) position steady in Q2 2026 at 3,761 shares worth $59.8K. The position accounts for 0.03% of the portfolio, ranked #464.

Cromwell Holdings first reported a position in PSO in Q2 2024 and has held it in 9 quarters since. The position peaked at $61K in Q1 2025. 26 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Cromwell Holdings held 3,761 shares of Pearson worth $59.8K as of Q2 2026.
  • Cromwell Holdings left its Pearson share count unchanged in Q2 2026.
  • Pearson made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #464 holding.
  • Cromwell Holdings first reported a position in Pearson in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Pearson position peaked at $61K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.