Ellevest Inc
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
Q3 		$210K Sell
13,093
-358
-3% -$5.86K 0.02% 430
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% +$9.9K 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Ellevest Inc's PSO Position: Q3 2026 in Review

Ellevest Inc reduced its Pearson (PSO) stake by 2.7% in Q3 2026, selling an estimated $5.86K and leaving 13,093 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #430.

Ellevest Inc first reported a position in PSO in Q1 2019 and has held it in 26 quarters since. The position peaked at $326K in Q1 2025. 122 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Ellevest Inc held 13,093 shares of Pearson worth $210K as of Q3 2026.
  • Ellevest Inc sold 358 Pearson shares in Q3 2026, an estimated $5.86K.
  • Pearson made up 0.02% of Ellevest Inc's portfolio in Q3 2026, its #430 holding.
  • Ellevest Inc first reported a position in Pearson in Q1 2019 and has held it in 26 quarters since.
  • Ellevest Inc's Pearson position peaked at $326K in Q1 2025.
  • 122 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.