IEQ Capital’s Pearson PSO Stock Holding History

IEQ Capital’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	$536K	Buy	40,831 +16,990	+71%	+$221K	﹤0.01%	1275
2025 Q4	$335K	Buy	23,841 +11,683	+96%	+$162K	﹤0.01%	1497
2025 Q3	$172K	Buy	+12,158	New	+$175K	﹤0.01%	1702

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

IEQ Capital's PSO Position: Q1 2026 in Review

IEQ Capital increased its Pearson (PSO) stake by 71% in Q1 2026, buying an estimated $221K and bringing the position to 40,831 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

IEQ Capital first reported a position in PSO in Q3 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

IEQ Capital held 40,831 shares of Pearson worth $536K as of Q1 2026.
IEQ Capital bought 16,990 Pearson shares in Q1 2026, an estimated $221K.
Pearson made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1275 holding.
IEQ Capital first reported a position in Pearson in Q3 2025 and has held it in 3 quarters since.
199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.