Global Retirement Partners’s Pearson PSO Stock Holding History

Global Retirement 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	$7.37K	Buy	+464	New	+$6.86K	﹤0.01%	3533
2025 Q4	$6.77K	Buy	482 +168	+54%	+$2.32K	﹤0.01%	3320
2025 Q3	$4.45K	Sell	314 -185	-37%	-$2.66K	﹤0.01%	3018
2025 Q2	$7.45K	Buy	+499	New	+$7.76K	﹤0.01%	2735
2024 Q4	$3.43K	Sell	213 -44	-17%	-$656	﹤0.01%	2863
2024 Q3	$3.49K	Hold	257	–	–	﹤0.01%	2724
2024 Q2	$3.21K	Hold	257	–	–	﹤0.01%	2799
2024 Q1	$3.38K	Hold	257	–	–	﹤0.01%	2552
2023 Q4	$3.18K	Hold	257	–	–	﹤0.01%	2494
2023 Q3	$2.71K	Buy	257 +47	+22%	+$504	﹤0.01%	2414
2023 Q2	$2.2K	Hold	210	–	–	﹤0.01%	2517
2023 Q1	$2.18K	Hold	210	–	–	﹤0.01%	2478
2022 Q4	$2.37K	Sell	210 -770	-79%	-$8.46K	﹤0.01%	2293
2022 Q3	$11K	Buy	980 +46	+5%	+$458	﹤0.01%	1660
2022 Q2	$9K	Hold	934	–	–	﹤0.01%	1691
2022 Q1	$9K	Buy	+934	New	+$8.43K	﹤0.01%	1675
2019 Q3	–	Sell	-57	Closed	-$1K	–	1669
2019 Q2	$1K	Buy	+57	New	+$598	﹤0.01%	1534

Other funds holding PSO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Global Retirement Partners's PSO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Pearson (PSO) in Q2 2026: 464 shares worth $7.37K. The stake represents ﹤0.01% of the portfolio and ranks #3533 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PSO as recently as Q4 2025.

Global Retirement Partners first reported a position in PSO in Q2 2019 and has held it in 17 quarters since. The position peaked at $11K in Q3 2022. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Global Retirement Partners held 464 shares of Pearson worth $7.37K as of Q2 2026.
Pearson was a new Global Retirement Partners position in Q2 2026.
Pearson made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3533 holding.
Global Retirement Partners first reported a position in Pearson in Q2 2019 and has held it in 17 quarters since.
Global Retirement Partners's Pearson position peaked at $11K in Q3 2022.
211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.