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Rothschild Investment LLC’s Pearson PSO Stock Holding History

Rothschild Investment LLC’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 		$26.9K Buy
1,694
+72
+4% +$1.06K ﹤0.01% 1448
2026
Q1 		$21.3K Sell
1,622
-192
-11% -$2.49K ﹤0.01% 1396
2025
Q4 		$25.5K Buy
1,814
+386
+27% +$5.34K ﹤0.01% 1236
2025
Q3 		$20.2K Hold
1,428
– – ﹤0.01% 1228
2025
Q2 		$21.3K Sell
1,428
-25
-2% -$389 ﹤0.01% 1005
2025
Q1 		$23.3K Sell
1,453
-43
-3% -$706 ﹤0.01% 963
2024
Q4 		$24.1K Buy
1,496
+14
+0.9% +$209 ﹤0.01% 954
2024
Q3 		$20.1K Buy
1,482
+256
+21% +$3.43K ﹤0.01% 995
2024
Q2 		$15.3K Buy
1,226
+688
+128% +$8.48K ﹤0.01% 1033
2024
Q1 		$7.08K Buy
538
+19
+4% +$236 ﹤0.01% 1098
2023
Q4 		$6.38K Buy
+519
New +$6.04K ﹤0.01% 1054

Other funds holding PSO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BNP Paribas Financial Markets
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

Rothschild Investment LLC's PSO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Pearson (PSO) stake by 4.4% in Q2 2026, buying an estimated $1.06K and bringing the position to 1,694 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Rothschild Investment LLC first reported a position in PSO in Q4 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Rothschild Investment LLC held 1,694 shares of Pearson worth $26.9K as of Q2 2026.
  • Rothschild Investment LLC bought 72 Pearson shares in Q2 2026, an estimated $1.06K.
  • Pearson made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1448 holding.
  • Rothschild Investment LLC first reported a position in Pearson in Q4 2023 and has held it in 11 quarters since.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.