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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
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 $1.66T 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

United Capital Financial Advisors's PSO Position: Q1 2026 in Review

United Capital Financial Advisors increased its Pearson (PSO) stake by 5.5% in Q1 2026, buying an estimated $10.9K and bringing the position to 16,203 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

United Capital Financial Advisors first reported a position in PSO in Q4 2023 and has held it in 10 quarters since. The position peaked at $223K in Q1 2025. 199 funds tracked by Wall St. Rank hold PSO as of Q1 2026.

  • United Capital Financial Advisors held 16,203 shares of Pearson worth $213K as of Q1 2026.
  • United Capital Financial Advisors bought 840 Pearson shares in Q1 2026, an estimated $10.9K.
  • Pearson made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1530 holding.
  • United Capital Financial Advisors first reported a position in Pearson in Q4 2023 and has held it in 10 quarters since.
  • United Capital Financial Advisors's Pearson position peaked at $223K in Q1 2025.
  • 199 funds tracked by Wall St. Rank held Pearson as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.