NewSquare Capital’s Pearson PSO Stock Holding History

NewSquare 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
2025 Q3	–	Sell	-418	Closed	-$6.24K	–	961
2025 Q2	$6.24K	Buy	418 +350	+515%	+$5.44K	﹤0.01%	757
2025 Q1	$1.09K	Buy	+68	New	+$1.12K	﹤0.01%	922

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

13D Management New York $64.5M AUM 38.54% 1-Year Est. Return

NewSquare Capital's PSO Position: Q3 2025 in Review

NewSquare Capital sold out of Pearson (PSO) in Q3 2025, closing a stake of 418 shares — an estimated $6.24K sold.

NewSquare Capital first reported a position in PSO in Q1 2025 and held it in 2 quarters. The position peaked at $6.24K in Q2 2025. 177 funds tracked by Wall St. Rank hold PSO as of Q3 2025.

NewSquare Capital reported no remaining Pearson position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 418 Pearson shares in Q3 2025, an estimated $6.24K.
NewSquare Capital first reported a position in Pearson in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Pearson position peaked at $6.24K in Q2 2025.
177 funds tracked by Wall St. Rank held Pearson as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.