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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
Q3 		$2.86K Buy
178
+43
+32% +$705 ﹤0.01% 1555
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

AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

True Wealth Design's PSO Position: Q3 2026 in Review

True Wealth Design increased its Pearson (PSO) stake by 32% in Q3 2026, buying an estimated $705 and bringing the position to 178 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

True Wealth Design first reported a position in PSO in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.01K in Q3 2025. 14 funds tracked by Wall St. Rank hold PSO as of Q3 2026.

  • True Wealth Design held 178 shares of Pearson worth $2.86K as of Q3 2026.
  • True Wealth Design bought 43 Pearson shares in Q3 2026, an estimated $705.
  • Pearson made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1555 holding.
  • True Wealth Design first reported a position in Pearson in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Pearson position peaked at $5.01K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Pearson as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.