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True Wealth Design’s Pearson PSO Stock Holding History

True Wealth Design’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 		$2.15K Buy
135
+8
+6% +$118 ﹤0.01% 1658
2026
Q1 		$1.67K Sell
127
-122
-49% -$1.58K ﹤0.01% 1617
2025
Q4 		$3.5K Sell
249
-105
-30% -$1.45K ﹤0.01% 1233
2025
Q3 		$5.01K Buy
354
+323
+1,042% +$4.65K ﹤0.01% 1081
2025
Q2 		$463 Buy
31
+2
+7% +$31 ﹤0.01% 1776
2025
Q1 		$465 Sell
29
-19
-40% -$312 ﹤0.01% 1566
2024
Q4 		$774 Buy
48
+5
+12% +$75 ﹤0.01% 1006
2024
Q3 		$584 Hold
43
– – ﹤0.01% 1073
2024
Q2 		$537 Buy
43
+10
+30% +$123 ﹤0.01% 640
2024
Q1 		$435 Buy
33
+14
+74% +$174 ﹤0.01% 650
2023
Q4 		$234 Hold
19
– – ﹤0.01% 656
2023
Q3 		$201 Hold
19
– – ﹤0.01% 641
2023
Q2 		$200 Hold
19
– – ﹤0.01% 652
2023
Q1 		$199 Hold
19
– – ﹤0.01% 734
2022
Q4 		$214 Buy
+19
New +$209 ﹤0.01% 649

Other funds holding PSO

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

True Wealth Design's PSO Position: Q2 2026 in Review

True Wealth Design increased its Pearson (PSO) stake by 6.3% in Q2 2026, buying an estimated $118 and bringing the position to 135 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

True Wealth Design first reported a position in PSO in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.01K in Q3 2025. 26 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • True Wealth Design held 135 shares of Pearson worth $2.15K as of Q2 2026.
  • True Wealth Design bought 8 Pearson shares in Q2 2026, an estimated $118.
  • Pearson made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1658 holding.
  • True Wealth Design first reported a position in Pearson in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Pearson position peaked at $5.01K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.