Montag & Associates’s Pearson PSO Stock Holding History

Montag & Associates’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 Q4	–	Sell	-23	Closed	-$326	–	1119
2025 Q3	$326	Buy	+23	New	+$331	﹤0.01%	1108

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

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Montag & Associates's PSO Position: Q4 2025 in Review

Montag & Associates sold out of Pearson (PSO) in Q4 2025, closing a stake of 23 shares — an estimated $326 sold.

Montag & Associates first reported a position in PSO in Q3 2025 and held it in 1 quarter. The position peaked at $326 in Q3 2025. 193 funds tracked by Wall St. Rank hold PSO as of Q4 2025.

Montag & Associates reported no remaining Pearson position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 23 Pearson shares in Q4 2025, an estimated $326.
Montag & Associates first reported a position in Pearson in Q3 2025 and held it in 1 quarter.
Montag & Associates's Pearson position peaked at $326 in Q3 2025.
193 funds tracked by Wall St. Rank held Pearson as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.