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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
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 $1.66T 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

Rothschild Investment LLC's PSO Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Pearson (PSO) stake by 11% in Q1 2026, selling an estimated $2.49K and leaving 1,622 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Rothschild Investment LLC first reported a position in PSO in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.5K in Q4 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • Rothschild Investment LLC held 1,622 shares of Pearson worth $21.3K as of Q1 2026.
  • Rothschild Investment LLC sold 192 Pearson shares in Q1 2026, an estimated $2.49K.
  • Pearson made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1396 holding.
  • Rothschild Investment LLC first reported a position in Pearson in Q4 2023 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Pearson position peaked at $25.5K in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.