Valley Wealth Managers’s Pearson PSO Stock Holding History

Valley Wealth Managers’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
2025 Q2	–	Sell	-108	Closed	-$1.73K	–	362
2025 Q1	$1.73K	Hold	108	–	–	﹤0.01%	322
2024 Q4	$1.74K	Hold	108	–	–	﹤0.01%	346
2024 Q3	$1.47K	Buy	+108	New	+$1.45K	﹤0.01%	359

Other funds holding PSO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Valley Wealth Managers's PSO Position: Q2 2025 in Review

Valley Wealth Managers sold out of Pearson (PSO) in Q2 2025, closing a stake of 108 shares — an estimated $1.73K sold.

Valley Wealth Managers first reported a position in PSO in Q3 2024 and held it in 3 quarters. The position peaked at $1.74K in Q4 2024. 185 funds tracked by Wall St. Rank hold PSO as of Q2 2025.

Valley Wealth Managers reported no remaining Pearson position as of Q2 2025 after selling out during the quarter.
Valley Wealth Managers sold 108 Pearson shares in Q2 2025, an estimated $1.73K.
Valley Wealth Managers first reported a position in Pearson in Q3 2024 and held it in 3 quarters.
Valley Wealth Managers's Pearson position peaked at $1.74K in Q4 2024.
185 funds tracked by Wall St. Rank held Pearson as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.