OPS
PSO icon

Orion Portfolio Solutions’s Pearson PSO Stock Holding History

Orion Portfolio Solutions’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
Q1 		$762K Sell
47,612
-9,377
-16% -$154K 0.01% 1213
2024
Q4 		$919K Buy
56,989
+9,394
+20% +$140K 0.01% 1100
2024
Q3 		$646K Buy
47,595
+16,049
+51% +$215K 0.01% 1234
2024
Q2 		$394K Sell
31,546
-3,291
-9% -$40.5K ﹤0.01% 1359
2024
Q1 		$458K Buy
34,837
+1,671
+5% +$20.8K ﹤0.01% 1296
2023
Q4 		$415K Sell
33,166
-2,200
-6% -$25.6K ﹤0.01% 1283
2023
Q3 		$373K Sell
35,366
-1,442
-4% -$15.4K ﹤0.01% 1304
2023
Q2 		$386K Buy
36,808
+870
+2% +$8.97K ﹤0.01% 1309
2023
Q1 		$376K Buy
+35,938
New +$389K ﹤0.01% 1264
2020
Q2 		– Sell
-6
Closed – – 2408
2020
Q1 		$0 Sell
6
-157
-96% -$1.14K ﹤0.01% 2218
2019
Q4 		$1K Buy
+163
New +$1.4K ﹤0.01% 1713

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

Orion Portfolio Solutions's PSO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Pearson (PSO) stake by 16% in Q1 2025, selling an estimated $154K and leaving 47,612 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #1213.

Orion Portfolio Solutions first reported a position in PSO in Q4 2019 and has held it in 11 quarters since. The position peaked at $919K in Q4 2024. 177 funds tracked by Wall St. Rank hold PSO as of Q1 2025.

  • Orion Portfolio Solutions held 47,612 shares of Pearson worth $762K as of Q1 2025.
  • Orion Portfolio Solutions sold 9,377 Pearson shares in Q1 2025, an estimated $154K.
  • Pearson made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1213 holding.
  • Orion Portfolio Solutions first reported a position in Pearson in Q4 2019 and has held it in 11 quarters since.
  • Orion Portfolio Solutions's Pearson position peaked at $919K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held Pearson as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.