PDS Planning’s Pearson PSO Stock Holding History

PDS Planning’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 Q1	–	Sell	-10,727	Closed	-$151K	–	585
2025 Q4	$151K	Buy	+10,727	New	+$148K	0.01%	531
2025 Q2	–	Sell	-10,416	Closed	-$167K	–	528
2025 Q1	$167K	Buy	+10,416	New	+$171K	0.01%	449

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

PDS Planning's PSO Position: Q1 2026 in Review

PDS Planning sold out of Pearson (PSO) in Q1 2026, closing a stake of 10,727 shares — an estimated $151K sold.

PDS Planning first reported a position in PSO in Q1 2025 and held it in 2 quarters. The position peaked at $167K in Q1 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

PDS Planning reported no remaining Pearson position as of Q1 2026 after selling out during the quarter.
PDS Planning sold 10,727 Pearson shares in Q1 2026, an estimated $151K.
PDS Planning first reported a position in Pearson in Q1 2025 and held it in 2 quarters.
PDS Planning's Pearson position peaked at $167K in Q1 2025.
199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.