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EverSource Wealth Advisors’s Pearson PSO Stock Holding History

EverSource Wealth Advisors’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 		$128K Sell
8,082
-5,268
-39% -$77.9K ﹤0.01% 1244
2026
Q1 		$175K Buy
13,350
+3,080
+30% +$40K 0.01% 1123
2025
Q4 		$144K Sell
10,270
-943
-8% -$13K 0.01% 1120
2025
Q3 		$159K Sell
11,213
-1,984
-15% -$28.6K 0.01% 1027
2025
Q2 		$197K Buy
13,197
+6,012
+84% +$93.5K 0.01% 865
2025
Q1 		$115K Buy
7,185
+378
+6% +$6.21K 0.01% 858
2024
Q4 		$110K Buy
6,807
+1,937
+40% +$28.9K 0.01% 873
2024
Q3 		$66.1K Buy
4,870
+353
+8% +$4.73K ﹤0.01% 944
2024
Q2 		$61K Buy
4,517
+2,096
+87% +$25.8K ﹤0.01% 998
2024
Q1 		$29.5K Buy
2,421
+1,138
+89% +$14.1K ﹤0.01% 1192
2023
Q4 		$15.8K Sell
1,283
-253
-16% -$2.94K ﹤0.01% 1349
2023
Q3 		$16.2K Sell
1,536
-664
-30% -$7.11K ﹤0.01% 1207
2023
Q2 		$23.1K Buy
2,200
+54
+3% +$557 ﹤0.01% 1103
2023
Q1 		$22.4K Buy
2,146
+75
+4% +$811 ﹤0.01% 1041
2022
Q4 		$23.3K Buy
2,071
+351
+20% +$3.85K ﹤0.01% 1016
2022
Q3 		$17K Buy
1,720
+1,261
+275% +$12.6K ﹤0.01% 967
2022
Q2 		$4K Hold
459
– – ﹤0.01% 1342
2022
Q1 		$5K Hold
459
– – ﹤0.01% 1282
2021
Q4 		$4K Buy
+459
New +$3.94K ﹤0.01% 1351

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

EverSource Wealth Advisors's PSO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Pearson (PSO) stake by 39% in Q2 2026, selling an estimated $77.9K and leaving 8,082 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

EverSource Wealth Advisors first reported a position in PSO in Q4 2021 and has held it in 19 quarters since. The position peaked at $197K in Q2 2025. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • EverSource Wealth Advisors held 8,082 shares of Pearson worth $128K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,268 Pearson shares in Q2 2026, an estimated $77.9K.
  • Pearson made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1244 holding.
  • EverSource Wealth Advisors first reported a position in Pearson in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Pearson position peaked at $197K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.