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SimplyRich’s Pearson PSO Stock Holding History

SimplyRich’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 		$468K Sell
35,692
-2,548
-7% -$33.1K 0.12% 153
2025
Q4 		$536K Sell
38,240
-2,478
-6% -$34.3K 0.14% 129
2025
Q3 		$576K Sell
40,718
-7,257
-15% -$104K 0.16% 128
2025
Q2 		$716K Hold
47,975
– – 0.2% 101
2025
Q1 		$768K Buy
47,975
+15
+0% +$246 0.22% 96
2024
Q4 		$773K Buy
47,960
+10,743
+29% +$160K 0.22% 96
2024
Q3 		$505K Buy
37,217
+4,978
+15% +$66.7K 0.14% 135
2024
Q2 		$402K Buy
32,239
+799
+3% +$9.84K 0.13% 125
2024
Q1 		$414K Buy
31,440
+2,499
+9% +$31.1K 0.13% 125
2023
Q4 		$356K Buy
28,941
+28
+0.1% +$326 0.12% 132
2023
Q3 		$304K Buy
+28,913
New +$310K 0.15% 117

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

SimplyRich's PSO Position: Q1 2026 in Review

SimplyRich reduced its Pearson (PSO) stake by 6.7% in Q1 2026, selling an estimated $33.1K and leaving 35,692 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #153.

SimplyRich first reported a position in PSO in Q3 2023 and has held it in 11 quarters since. The position peaked at $773K in Q4 2024. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • SimplyRich held 35,692 shares of Pearson worth $468K as of Q1 2026.
  • SimplyRich sold 2,548 Pearson shares in Q1 2026, an estimated $33.1K.
  • Pearson made up 0.12% of SimplyRich's portfolio in Q1 2026, its #153 holding.
  • SimplyRich first reported a position in Pearson in Q3 2023 and has held it in 11 quarters since.
  • SimplyRich's Pearson position peaked at $773K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.