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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
Q3 		$219K Sell
13,651
-3,149
-19% -$51.6K 0.02% 122
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

AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Great Waters Wealth Management's PSO Position: Q3 2026 in Review

Great Waters Wealth Management reduced its Pearson (PSO) stake by 19% in Q3 2026, selling an estimated $51.6K and leaving 13,651 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #122.

Great Waters Wealth Management first reported a position in PSO in Q4 2022 and has held it in 16 quarters since. The position peaked at $272K in Q2 2025. 14 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • Great Waters Wealth Management held 13,651 shares of Pearson worth $219K as of Q3 2026.
  • Great Waters Wealth Management sold 3,149 Pearson shares in Q3 2026, an estimated $51.6K.
  • Pearson made up 0.02% of Great Waters Wealth Management's portfolio in Q3 2026, its #122 holding.
  • Great Waters Wealth Management first reported a position in Pearson in Q4 2022 and has held it in 16 quarters since.
  • Great Waters Wealth Management's Pearson position peaked at $272K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.