PSO — PEARSON PLC

Ownership history in Lester Murray Antman dba SimplyRich  ·  10 quarters on record

AI Ownership Summary

Lester Murray Antman dba SimplyRich reported PEARSON PLC (PSO) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.22% in 2025 Q1. The latest visible filing shows PSO at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lester Murray Antman dba SimplyRich's position in PEARSON PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PSO was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSO stock page Lester Murray Antman dba SimplyRich fund profile Lester Murray Antman dba SimplyRich full holdings
How Lester Murray Antman dba SimplyRich held PSO — position size vs. price
% of Fund (quarterly)    PSO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 38,240 -2,478 -6.1% 0.14% $536K 2026-02-14 (Est.) $12.34
2025 Q3 REDUCED 40,718 -7,257 -15.1% 0.16% $576K 2025-10-10 $13.69
2025 Q2 UNCHANGED 47,975 — 0% 0.20% $716K 2025-07-24 $13.92
2025 Q1 ADDED 47,975 +15 +0.0% 0.22% $768K 2025-05-09 $15.39
2024 Q4 ADDED 47,960 +10,743 +28.9% 0.22% $773K 2025-01-29 $15.69
2024 Q3 ADDED 37,217 +4,978 +15.4% 0.14% $505K 2024-10-18 $13.02
2024 Q2 ADDED 32,239 +799 +2.5% 0.13% $402K 2024-07-26 $12.85
2024 Q1 ADDED 31,440 +2,499 +8.6% 0.13% $414K 2024-05-03 $11.87
2023 Q4 ADDED 28,941 +28 +0.1% 0.12% $356K 2024-01-26 $11.54
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PSO

As of 2026 Q1 — sorted by position size

Hilltop National Bank 0.02% Versant Capital Management, Inc 3Y 7Y 0.02% Ares Financial Consulting, LLC 0.01% Perigon Wealth Management, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% MATHER GROUP, LLC. 3Y 7Y 0.0% Park Place Capital Corp 3Y 0.0% PARK AVENUE SECURITIES LLC 3Y 7Y 0.0% Retirement Wealth Solutions LLC 0.0%

FAQ About Lester Murray Antman dba SimplyRich and PSO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lester Murray Antman dba SimplyRich reported owning PSO?

Lester Murray Antman dba SimplyRich reported PSO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PSO position in Lester Murray Antman dba SimplyRich's portfolio?

The largest reported portfolio weight for PSO was 0.22% in 2025 Q1.

What is the latest reported PSO position on this page?

The most recent filing on this page is 2025 Q4, when Lester Murray Antman dba SimplyRich reported 38,240 shares, equal to 0.14% of portfolio, with an estimated market value of $536K.

What does the chart on this PSO ownership page compare?

The chart compares Lester Murray Antman dba SimplyRich's quarterly PSO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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