ORG Wealth Partners’s Pearson PSO Stock Holding History

ORG Wealth Partners’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	-225	Closed	-$3.4K	–	689
2025 Q2	$3.4K	Hold	225	–	–	﹤0.01%	577
2025 Q1	$3.62K	Buy	+225	New	+$3.7K	﹤0.01%	642

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

ORG Wealth Partners's PSO Position: Q3 2025 in Review

ORG Wealth Partners sold out of Pearson (PSO) in Q3 2025, closing a stake of 225 shares — an estimated $3.4K sold.

ORG Wealth Partners first reported a position in PSO in Q1 2025 and held it in 2 quarters. The position peaked at $3.62K in Q1 2025. 177 funds tracked by Wall St. Rank hold PSO as of Q3 2025.

ORG Wealth Partners reported no remaining Pearson position as of Q3 2025 after selling out during the quarter.
ORG Wealth Partners sold 225 Pearson shares in Q3 2025, an estimated $3.4K.
ORG Wealth Partners first reported a position in Pearson in Q1 2025 and held it in 2 quarters.
ORG Wealth Partners's Pearson position peaked at $3.62K in Q1 2025.
177 funds tracked by Wall St. Rank held Pearson as of Q3 2025.

Based on ORG Wealth Partners's 13F filing for Q3 2025, filed 24 Oct 2025.