EI
PSO icon

Ellevest Inc’s Pearson PSO Stock Holding History

Ellevest Inc’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 		$214K Sell
13,451
-1,769
-12% -$26.2K 0.03% 437
2026
Q1 		$200K Buy
15,220
+1,036
+7% +$13.4K 0.03% 420
2025
Q4 		$199K Sell
14,184
-1,628
-10% -$22.5K 0.03% 413
2025
Q3 		$224K Sell
15,812
-1,046
-6% -$15.1K 0.03% 392
2025
Q2 		$252K Sell
16,858
-3,530
-17% -$54.9K 0.04% 333
2025
Q1 		$326K Buy
20,388
+600
+3% +$9.86K 0.02% 274
2024
Q4 		$319K Sell
19,788
-1,711
-8% -$25.5K 0.02% 295
2024
Q3 		$292K Buy
21,499
+4,608
+27% +$61.8K 0.02% 331
2024
Q2 		$211K Buy
16,891
+15
+0.1% +$185 0.01% 377
2024
Q1 		$222K Buy
16,876
+567
+3% +$7.04K 0.01% 362
2023
Q4 		$200K Buy
16,309
+3,015
+23% +$35.1K 0.01% 366
2023
Q3 		$140K Buy
13,294
+3,046
+30% +$32.6K 0.01% 335
2023
Q2 		$107K Sell
10,248
-504
-5% -$5.2K 0.01% 346
2023
Q1 		$112K Sell
10,752
-103
-0.9% -$1.11K 0.01% 421
2022
Q4 		$122K Buy
10,855
+5,084
+88% +$55.8K 0.01% 394
2022
Q3 		$55K Buy
5,771
+2,912
+102% +$29K 0.01% 555
2022
Q2 		$26K Buy
2,859
+1,261
+79% +$12.2K ﹤0.01% 713
2022
Q1 		$16K Buy
1,598
+707
+79% +$6.38K ﹤0.01% 788
2021
Q4 		$7K Buy
891
+425
+91% +$3.65K ﹤0.01% 932
2021
Q3 		$5K Sell
466
-98
-17% -$1.06K ﹤0.01% 975
2021
Q2 		$7K Buy
564
+50
+10% +$583 ﹤0.01% 840
2021
Q1 		$5K Buy
514
+286
+125% +$2.97K ﹤0.01% 911
2020
Q4 		$2K Buy
228
+150
+192% +$1.2K ﹤0.01% 990
2020
Q3 		$1K Buy
+78
New +$562 ﹤0.01% 1051
2019
Q2 		– Sell
-125
Closed -$1K – 450
2019
Q1 		$1K Buy
+125
New +$1.46K ﹤0.01% 324

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BNP Paribas Financial Markets
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

Ellevest Inc's PSO Position: Q2 2026 in Review

Ellevest Inc reduced its Pearson (PSO) stake by 12% in Q2 2026, selling an estimated $26.2K and leaving 13,451 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #437.

Ellevest Inc first reported a position in PSO in Q1 2019 and has held it in 25 quarters since. The position peaked at $326K in Q1 2025. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Ellevest Inc held 13,451 shares of Pearson worth $214K as of Q2 2026.
  • Ellevest Inc sold 1,769 Pearson shares in Q2 2026, an estimated $26.2K.
  • Pearson made up 0.03% of Ellevest Inc's portfolio in Q2 2026, its #437 holding.
  • Ellevest Inc first reported a position in Pearson in Q1 2019 and has held it in 25 quarters since.
  • Ellevest Inc's Pearson position peaked at $326K in Q1 2025.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.