Wealthspire Advisors (New York)’s Pearson PSO Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-411	Closed	-$5.82K	–	2412
2025 Q3	$5.82K	Buy	+411	New	+$5.92K	﹤0.01%	2266
2019 Q1	–	Sell	-490	Closed	-$6K	–	613
2018 Q4	$6K	Buy	+490	New	+$5.66K	﹤0.01%	618

Other funds holding PSO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s PSO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Pearson (PSO) in Q4 2025, closing a stake of 411 shares — an estimated $5.82K sold.

Wealthspire Advisors (New York) first reported a position in PSO in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 193 funds tracked by Wall St. Rank hold PSO as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Pearson position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 411 Pearson shares in Q4 2025, an estimated $5.82K.
Wealthspire Advisors (New York) first reported a position in Pearson in Q4 2018 and held it in 2 quarters.
Wealthspire Advisors (New York)'s Pearson position peaked at $6K in Q4 2018.
193 funds tracked by Wall St. Rank held Pearson as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.