Formidable Asset Management’s Pearson PSO Stock Holding History

Formidable Asset Management’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	$333K	Sell	20,929 -654	-3%	-$9.67K	0.05%	301
2026 Q1	$283K	Hold	21,583	–	–	0.04%	327
2025 Q4	$303K	Sell	21,583 -1,308	-6%	-$18.1K	0.04%	335
2025 Q3	$324K	Hold	22,891	–	–	0.05%	316
2025 Q2	$342K	Sell	22,891 -1,306	-5%	-$20.3K	0.06%	290
2025 Q1	$387K	Sell	24,197 -1,959	-7%	-$32.2K	0.06%	271
2024 Q4	$422K	Buy	+26,156	New	+$390K	0.07%	255

Other funds holding PSO

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Formidable Asset Management's PSO Position: Q2 2026 in Review

Formidable Asset Management reduced its Pearson (PSO) stake by 3% in Q2 2026, selling an estimated $9.67K and leaving 20,929 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #301.

Formidable Asset Management first reported a position in PSO in Q4 2024 and has held it in 7 quarters since. The position peaked at $422K in Q4 2024. 27 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Formidable Asset Management held 20,929 shares of Pearson worth $333K as of Q2 2026.
Formidable Asset Management sold 654 Pearson shares in Q2 2026, an estimated $9.67K.
Pearson made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #301 holding.
Formidable Asset Management first reported a position in Pearson in Q4 2024 and has held it in 7 quarters since.
Formidable Asset Management's Pearson position peaked at $422K in Q4 2024.
27 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.