RWM
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Ritholtz Wealth Management’s Pearson PSO Stock Holding History

Ritholtz Wealth 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
Q1 		– Sell
-16,725
Closed -$235K – 1259
2025
Q4 		$235K Sell
16,725
-2,440
-13% -$33.7K ﹤0.01% 1008
2025
Q3 		$271K Buy
19,165
+1,404
+8% +$20.2K 0.01% 880
2025
Q2 		$265K Buy
+17,761
New +$276K 0.01% 834

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $10.9B 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 $127B 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 $2.64B AUM 33.63% 1-Year Est. Return