PWPS
PSO icon

Pinnacle Wealth Planning Services’s Pearson PSO Stock Holding History

Pinnacle Wealth Planning Services’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 		$95K Sell
7,239
-214
-3% -$2.78K 0.01% 829
2025
Q4 		$105K Buy
+7,453
New +$103K 0.01% 757
2021
Q1 		– Sell
-434
Closed -$4K – 1552
2020
Q4 		$4K Buy
+434
New +$3.48K ﹤0.01% 1747

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Pinnacle Wealth Planning Services's PSO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Pearson (PSO) stake by 2.9% in Q1 2026, selling an estimated $2.78K and leaving 7,239 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #829.

Pinnacle Wealth Planning Services first reported a position in PSO in Q4 2020 and has held it in 3 quarters since. The position peaked at $105K in Q4 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 7,239 shares of Pearson worth $95K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 214 Pearson shares in Q1 2026, an estimated $2.78K.
  • Pearson made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #829 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pearson in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Pearson position peaked at $105K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.