Principia Wealth Advisory’s Pearson PSO Stock Holding History

Principia Wealth Advisory’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	$1.19K	Buy	75 +9	+14%	+$133	﹤0.01%	726
2026 Q1	$867	Sell	66 -14	-18%	-$182	﹤0.01%	737
2025 Q4	$1.12K	Buy	80 +47	+142%	+$650	﹤0.01%	634
2025 Q3	$467	Buy	+33	New	+$475	﹤0.01%	809

Other funds holding PSO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Principia Wealth Advisory's PSO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Pearson (PSO) stake by 14% in Q2 2026, buying an estimated $133 and bringing the position to 75 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Principia Wealth Advisory first reported a position in PSO in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

Principia Wealth Advisory held 75 shares of Pearson worth $1.19K as of Q2 2026.
Principia Wealth Advisory bought 9 Pearson shares in Q2 2026, an estimated $133.
Pearson made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #726 holding.
Principia Wealth Advisory first reported a position in Pearson in Q3 2025 and has held it in 4 quarters since.
212 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.