Great Waters Wealth Management’s Pearson PSO Stock Holding History

Great Waters Wealth 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	$267K	Hold	16,800	–	–	0.02%	110
2026 Q1	$221K	Hold	16,800	–	–	0.02%	114
2025 Q4	$236K	Sell	16,800 -1,444	-8%	-$20K	0.03%	105
2025 Q3	$258K	Hold	18,244	–	–	0.03%	94
2025 Q2	$272K	Buy	18,244 +3,258	+22%	+$50.7K	0.04%	84
2025 Q1	$240K	Buy	14,986 +480	+3%	+$7.88K	0.03%	85
2024 Q4	$234K	Hold	14,506	–	–	0.03%	96
2024 Q3	$197K	Hold	14,506	–	–	0.03%	108
2024 Q2	$181K	Hold	14,506	–	–	0.03%	101
2024 Q1	$191K	Hold	14,506	–	–	0.03%	96
2023 Q4	$178K	Hold	14,506	–	–	0.03%	93
2023 Q3	$157K	Hold	14,506	–	–	0.03%	89
2023 Q2	$152K	Hold	14,506	–	–	0.03%	91
2023 Q1	$153K	Hold	14,506	–	–	0.03%	83
2022 Q4	$166K	Buy	+14,506	New	+$159K	0.04%	85

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

Great Waters Wealth Management's PSO Position: Q2 2026 in Review

Great Waters Wealth Management held its Pearson (PSO) position steady in Q2 2026 at 16,800 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #110.

Great Waters Wealth Management first reported a position in PSO in Q4 2022 and has held it in 15 quarters since. The position peaked at $272K in Q2 2025. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Great Waters Wealth Management held 16,800 shares of Pearson worth $267K as of Q2 2026.
Great Waters Wealth Management left its Pearson share count unchanged in Q2 2026.
Pearson made up 0.02% of Great Waters Wealth Management's portfolio in Q2 2026, its #110 holding.
Great Waters Wealth Management first reported a position in Pearson in Q4 2022 and has held it in 15 quarters since.
Great Waters Wealth Management's Pearson position peaked at $272K in Q2 2025.
211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.