SHP Wealth Management’s Pearson PSO Stock Holding History

SHP 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 Q2	$810	Hold	51	–	–	﹤0.01%	1652
2026 Q1	$670	Hold	51	–	–	﹤0.01%	1565
2025 Q4	$716	Buy	+51	New	+$705	﹤0.01%	1312

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

SHP Wealth Management's PSO Position: Q2 2026 in Review

SHP Wealth Management held its Pearson (PSO) position steady in Q2 2026 at 51 shares worth $810. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

SHP Wealth Management first reported a position in PSO in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

SHP Wealth Management held 51 shares of Pearson worth $810 as of Q2 2026.
SHP Wealth Management left its Pearson share count unchanged in Q2 2026.
Pearson made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1652 holding.
SHP Wealth Management first reported a position in Pearson in Q4 2025 and has held it in 3 quarters since.
211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.