Physician Wealth Advisors’s Pearson PSO Stock Holding History

Physician Wealth Advisors’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 Q4	–	Sell	-67	Closed	-$949	–	2131
2025 Q3	$949	Buy	+67	New	+$964	﹤0.01%	1615
2025 Q2	–	Sell	-59	Closed	-$945	–	1938
2025 Q1	$945	Buy	+59	New	+$969	﹤0.01%	1115

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Physician Wealth Advisors's PSO Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Pearson (PSO) in Q4 2025, closing a stake of 67 shares — an estimated $949 sold.

Physician Wealth Advisors first reported a position in PSO in Q1 2025 and held it in 2 quarters. The position peaked at $949 in Q3 2025. 193 funds tracked by Wall St. Rank hold PSO as of Q4 2025.

Physician Wealth Advisors reported no remaining Pearson position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 67 Pearson shares in Q4 2025, an estimated $949.
Physician Wealth Advisors first reported a position in Pearson in Q1 2025 and held it in 2 quarters.
Physician Wealth Advisors's Pearson position peaked at $949 in Q3 2025.
193 funds tracked by Wall St. Rank held Pearson as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.