Diversify Wealth Management’s Pearson PSO Stock Holding History

Diversify Wealth 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
2025 Q2	–	Sell	-53,848	Closed	-$851K	–	546
2025 Q1	$851K	Buy	+53,848	New	+$885K	0.06%	267

Other funds holding PSO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Diversify Wealth Management's PSO Position: Q2 2025 in Review

Diversify Wealth Management sold out of Pearson (PSO) in Q2 2025, closing a stake of 53,848 shares — an estimated $851K sold.

Diversify Wealth Management first reported a position in PSO in Q1 2025 and held it in 1 quarter. The position peaked at $851K in Q1 2025. 185 funds tracked by Wall St. Rank hold PSO as of Q2 2025.

Diversify Wealth Management reported no remaining Pearson position as of Q2 2025 after selling out during the quarter.
Diversify Wealth Management sold 53,848 Pearson shares in Q2 2025, an estimated $851K.
Diversify Wealth Management first reported a position in Pearson in Q1 2025 and held it in 1 quarter.
Diversify Wealth Management's Pearson position peaked at $851K in Q1 2025.
185 funds tracked by Wall St. Rank held Pearson as of Q2 2025.

Based on Diversify Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.