VWM
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Venturi Wealth Management’s Pearson PSO Stock Holding History

Venturi Wealth Management’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 		$202K Buy
12,694
+1,017
+9% +$15K 0.01% 602
2026
Q1 		$153K Buy
+11,677
New +$152K 0.01% 589

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

Venturi Wealth Management's PSO Position: Q2 2026 in Review

Venturi Wealth Management increased its Pearson (PSO) stake by 8.7% in Q2 2026, buying an estimated $15K and bringing the position to 12,694 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #602.

Venturi Wealth Management first reported a position in PSO in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold PSO as of Q2 2026.

  • Venturi Wealth Management held 12,694 shares of Pearson worth $202K as of Q2 2026.
  • Venturi Wealth Management bought 1,017 Pearson shares in Q2 2026, an estimated $15K.
  • Pearson made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #602 holding.
  • Venturi Wealth Management first reported a position in Pearson in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Pearson as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.