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O'Shaughnessy Asset Management’s Pearson PSO Stock Holding History

O'Shaughnessy Asset Management’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
2026
Q2 		$522K Sell
32,849
-3,621
-10% -$53.5K ﹤0.01% 1579
2026
Q1 		$479K Sell
36,470
-5,713
-14% -$74.2K ﹤0.01% 1551
2025
Q4 		$592K Buy
42,183
+863
+2% +$11.9K ﹤0.01% 1407
2025
Q3 		$585K Sell
41,320
-424
-1% -$6.1K ﹤0.01% 1397
2025
Q2 		$623K Buy
41,744
+6,909
+20% +$107K ﹤0.01% 1266
2025
Q1 		$558K Buy
34,835
+15,572
+81% +$256K ﹤0.01% 1263
2024
Q4 		$311K Buy
19,263
+1,219
+7% +$18.2K ﹤0.01% 1510
2024
Q3 		$242K Buy
18,044
+2,532
+16% +$34K ﹤0.01% 1579
2024
Q2 		$194K Sell
15,512
-1,738
-10% -$21.4K ﹤0.01% 1548
2024
Q1 		$227K Buy
+17,250
New +$214K ﹤0.01% 1453
2021
Q4 		– Sell
-217
Closed -$2K – 2179
2021
Q3 		$2K Buy
217
+37
+21% +$401 ﹤0.01% 2501
2021
Q2 		$2K Sell
180
-75
-29% -$875 ﹤0.01% 2324
2021
Q1 		$3K Buy
255
+218
+589% +$2.27K ﹤0.01% 2025
2020
Q4 		$0 Hold
37
– – ﹤0.01% 2202
2020
Q3 		$0 Hold
37
– – ﹤0.01% 1976
2020
Q2 		$0 Buy
+37
New +$231 ﹤0.01% 1862
2019
Q4 		– Sell
-13,826
Closed -$125K – 1886
2019
Q3 		$125K Sell
13,826
-11,895
-46% -$123K ﹤0.01% 598
2019
Q2 		$266K Sell
25,721
-3,447
-12% -$36.1K 0.01% 485
2019
Q1 		$320K Sell
29,168
-2,000
-6% -$23.3K 0.01% 456
2018
Q4 		$372K Buy
31,168
+7,619
+32% +$88.1K 0.01% 383
2018
Q3 		$271K Buy
23,549
+11,211
+91% +$131K 0.01% 491
2018
Q2 		$143K Buy
+12,338
New +$143K ﹤0.01% 596

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

O'Shaughnessy Asset Management's PSO Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Pearson (PSO) stake by 9.9% in Q2 2026, selling an estimated $53.5K and leaving 32,849 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

O'Shaughnessy Asset Management first reported a position in PSO in Q2 2018 and has held it in 22 quarters since. The position peaked at $623K in Q2 2025. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • O'Shaughnessy Asset Management held 32,849 shares of Pearson worth $522K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 3,621 Pearson shares in Q2 2026, an estimated $53.5K.
  • Pearson made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1579 holding.
  • O'Shaughnessy Asset Management first reported a position in Pearson in Q2 2018 and has held it in 22 quarters since.
  • O'Shaughnessy Asset Management's Pearson position peaked at $623K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.