EI
PSO icon

Ethic Inc’s Pearson PSO Stock Holding History

Ethic 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 		$1.79M Sell
112,721
-28,209
-20% -$417K 0.02% 542
2026
Q1 		$1.85M Buy
140,930
+4,706
+3% +$61.1K 0.03% 482
2025
Q4 		$1.91M Sell
136,224
-3,358
-2% -$46.4K 0.03% 470
2025
Q3 		$1.98M Sell
139,582
-14,066
-9% -$202K 0.03% 454
2025
Q2 		$2.28M Sell
153,648
-19,375
-11% -$301K 0.04% 399
2025
Q1 		$2.79M Buy
173,023
+3,226
+2% +$53K 0.06% 335
2024
Q4 		$2.74M Buy
169,797
+53,744
+46% +$801K 0.06% 347
2024
Q3 		$1.53M Sell
116,053
-39,416
-25% -$529K 0.04% 461
2024
Q2 		$1.94M Buy
155,469
+39,416
+34% +$486K 0.05% 396
2024
Q1 		$1.53M Buy
116,053
+9,959
+9% +$124K 0.04% 462
2023
Q4 		$1.3M Buy
106,094
+8,360
+9% +$97.2K 0.04% 471
2023
Q3 		$1.03M Buy
97,734
+25,380
+35% +$272K 0.04% 468
2023
Q2 		$758K Buy
72,354
+708
+1% +$7.3K 0.03% 529
2023
Q1 		$749K Sell
71,646
-7,596
-10% -$82.2K 0.03% 532
2022
Q4 		$893K Buy
79,242
+20,307
+34% +$223K 0.05% 403
2022
Q3 		$563K Buy
58,935
+7,559
+15% +$75.2K 0.04% 462
2022
Q2 		$474K Buy
51,376
+754
+1% +$7.28K 0.03% 484
2022
Q1 		$505K Buy
50,622
+38,727
+326% +$350K 0.03% 461
2021
Q4 		$100K Buy
+11,895
New +$102K 0.01% 642

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

Ethic Inc's PSO Position: Q2 2026 in Review

Ethic Inc reduced its Pearson (PSO) stake by 20% in Q2 2026, selling an estimated $417K and leaving 112,721 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #542.

Ethic Inc first reported a position in PSO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.79M in Q1 2025. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Ethic Inc held 112,721 shares of Pearson worth $1.79M as of Q2 2026.
  • Ethic Inc sold 28,209 Pearson shares in Q2 2026, an estimated $417K.
  • Pearson made up 0.02% of Ethic Inc's portfolio in Q2 2026, its #542 holding.
  • Ethic Inc first reported a position in Pearson in Q4 2021 and has held it in 19 quarters since.
  • Ethic Inc's Pearson position peaked at $2.79M in Q1 2025.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.