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United Capital Financial Advisors’s Pearson PSO Stock Holding History

United Capital Financial Advisors’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 		$280K Buy
17,617
+1,414
+9% +$20.9K ﹤0.01% 1394
2026
Q1 		$213K Buy
16,203
+840
+5% +$10.9K ﹤0.01% 1530
2025
Q4 		$216K Buy
15,363
+2,300
+18% +$31.8K ﹤0.01% 1300
2025
Q3 		$185K Sell
13,063
-849
-6% -$12.2K ﹤0.01% 1174
2025
Q2 		$208K Sell
13,912
-22
-0.2% -$342 ﹤0.01% 1038
2025
Q1 		$223K Buy
13,934
+322
+2% +$5.29K ﹤0.01% 980
2024
Q4 		$219K Sell
13,612
-346
-2% -$5.16K ﹤0.01% 991
2024
Q3 		$189K Buy
13,958
+608
+5% +$8.15K ﹤0.01% 1011
2024
Q2 		$167K Sell
13,350
-509
-4% -$6.27K ﹤0.01% 988
2024
Q1 		$182K Sell
13,859
-1,351
-9% -$16.8K ﹤0.01% 1032
2023
Q4 		$187K Buy
+15,210
New +$177K ﹤0.01% 1010

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

United Capital Financial Advisors's PSO Position: Q2 2026 in Review

United Capital Financial Advisors increased its Pearson (PSO) stake by 8.7% in Q2 2026, buying an estimated $20.9K and bringing the position to 17,617 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

United Capital Financial Advisors first reported a position in PSO in Q4 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • United Capital Financial Advisors held 17,617 shares of Pearson worth $280K as of Q2 2026.
  • United Capital Financial Advisors bought 1,414 Pearson shares in Q2 2026, an estimated $20.9K.
  • Pearson made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1394 holding.
  • United Capital Financial Advisors first reported a position in Pearson in Q4 2023 and has held it in 11 quarters since.
  • 211 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.