Integrated Wealth Concepts’s Pearson PSO Stock Holding History

Integrated Wealth Concepts’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
2025 Q3	–	Sell	-12,576	Closed	-$188K	–	2075
2025 Q2	$188K	Buy	+12,576	New	+$196K	﹤0.01%	1786

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

13D Management New York $71.3M AUM 83.05% 1-Year Est. Return

Integrated Wealth Concepts's PSO Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Pearson (PSO) in Q3 2025, closing a stake of 12,576 shares — an estimated $188K sold.

Integrated Wealth Concepts first reported a position in PSO in Q2 2025 and held it in 1 quarter. The position peaked at $188K in Q2 2025. 177 funds tracked by Wall St. Rank hold PSO as of Q3 2025.

Integrated Wealth Concepts reported no remaining Pearson position as of Q3 2025 after selling out during the quarter.
Integrated Wealth Concepts sold 12,576 Pearson shares in Q3 2025, an estimated $188K.
Integrated Wealth Concepts first reported a position in Pearson in Q2 2025 and held it in 1 quarter.
Integrated Wealth Concepts's Pearson position peaked at $188K in Q2 2025.
177 funds tracked by Wall St. Rank held Pearson as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.