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Essential Partners’s Pearson PSO Stock Holding History

Essential Partners’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 		$1.38K Hold
87
– – ﹤0.01% 2108
2026
Q1 		$1.14K Buy
+87
New +$1.13K ﹤0.01% 2199
2025
Q4 		– Sell
-143
Closed -$2.02K – 2887
2025
Q3 		$2.02K Buy
+143
New +$2.06K ﹤0.01% 1786

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

Essential Partners's PSO Position: Q2 2026 in Review

Essential Partners held its Pearson (PSO) position steady in Q2 2026 at 87 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Essential Partners first reported a position in PSO in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.02K in Q3 2025. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Essential Partners held 87 shares of Pearson worth $1.38K as of Q2 2026.
  • Essential Partners left its Pearson share count unchanged in Q2 2026.
  • Pearson made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2108 holding.
  • Essential Partners first reported a position in Pearson in Q3 2025 and has held it in 3 quarters since.
  • Essential Partners's Pearson position peaked at $2.02K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.