First Trust Advisors’s Pearson PSO Stock Holding History

First Trust 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 Q1	$241K	Sell	18,371 -2,891	-14%	-$37.5K	﹤0.01%	2507
2025 Q4	$299K	Buy	21,262 +4,100	+24%	+$56.7K	﹤0.01%	2464
2025 Q3	$243K	Sell	17,162 -3,999	-19%	-$57.5K	﹤0.01%	2460
2025 Q2	$316K	Sell	21,161 -3,178	-13%	-$49.4K	﹤0.01%	2404
2025 Q1	$390K	Buy	24,339 +2,360	+11%	+$38.8K	﹤0.01%	2309
2024 Q4	$354K	Buy	+21,979	New	+$328K	﹤0.01%	2340
2022 Q4	–	Sell	-14,104	Closed	-$135K	–	2525
2022 Q3	$135K	Buy	14,104 +522	+4%	+$5.2K	﹤0.01%	2421
2022 Q2	$125K	Buy	+13,582	New	+$131K	﹤0.01%	2442
2020 Q4	–	Sell	-17,151	Closed	-$122K	–	2397
2020 Q3	$122K	Sell	17,151 -2,682	-14%	-$19.3K	﹤0.01%	2277
2020 Q2	$143K	Buy	+19,833	New	+$124K	﹤0.01%	2303
2015 Q2	–	Sell	-23,273	Closed	-$503K	–	2282
2015 Q1	$503K	Buy	23,273 +3,212	+16%	+$66.5K	﹤0.01%	1965
2014 Q4	$370K	Buy	+20,061	New	+$376K	﹤0.01%	2041

Other funds holding PSO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

First Trust Advisors's PSO Position: Q1 2026 in Review

First Trust Advisors reduced its Pearson (PSO) stake by 14% in Q1 2026, selling an estimated $37.5K and leaving 18,371 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

First Trust Advisors first reported a position in PSO in Q4 2014 and has held it in 12 quarters since. The position peaked at $503K in Q1 2015. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

First Trust Advisors held 18,371 shares of Pearson worth $241K as of Q1 2026.
First Trust Advisors sold 2,891 Pearson shares in Q1 2026, an estimated $37.5K.
Pearson made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2507 holding.
First Trust Advisors first reported a position in Pearson in Q4 2014 and has held it in 12 quarters since.
First Trust Advisors's Pearson position peaked at $503K in Q1 2015.
199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.