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Dogwood Wealth Management’s Pearson PSO Stock Holding History

Dogwood 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
2026
Q1 		– Sell
-115
Closed -$1.61K – 901
2025
Q4 		$1.61K Sell
115
-187
-62% -$2.59K ﹤0.01% 593
2025
Q3 		$4.28K Buy
302
+14
+5% +$201 ﹤0.01% 428
2025
Q2 		$4.2K Buy
+288
New +$4.48K ﹤0.01% 492

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Dogwood Wealth Management's PSO Position: Q1 2026 in Review

Dogwood Wealth Management sold out of Pearson (PSO) in Q1 2026, closing a stake of 115 shares — an estimated $1.61K sold.

Dogwood Wealth Management first reported a position in PSO in Q2 2025 and held it in 3 quarters. The position peaked at $4.28K in Q3 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Dogwood Wealth Management reported no remaining Pearson position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 115 Pearson shares in Q1 2026, an estimated $1.61K.
  • Dogwood Wealth Management first reported a position in Pearson in Q2 2025 and held it in 3 quarters.
  • Dogwood Wealth Management's Pearson position peaked at $4.28K in Q3 2025.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.