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PSO icon

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
Q2 		– Sell
-35,692
Closed -$468K – 193
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 $1.89T 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

SimplyRich's PSO Position: Q2 2026 in Review

SimplyRich sold out of Pearson (PSO) in Q2 2026, closing a stake of 35,692 shares — an estimated $468K sold.

SimplyRich first reported a position in PSO in Q3 2023 and held it in 11 quarters. The position peaked at $773K in Q4 2024. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • SimplyRich reported no remaining Pearson position as of Q2 2026 after selling out during the quarter.
  • SimplyRich sold 35,692 Pearson shares in Q2 2026, an estimated $468K.
  • SimplyRich first reported a position in Pearson in Q3 2023 and held it in 11 quarters.
  • SimplyRich's Pearson position peaked at $773K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.