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Great Waters Wealth Management → PSORF
Great Waters Wealth Management PSORF Position History
Pearson plc • Communication Services
Quarters held
5
Latest value
$219K
Q3 2026
Peak value
$267K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $258K |
| Q4 2025 | $236K |
| Q1 2026 | $221K |
| Q2 2026 | $267K |
| Q3 2026 | $219K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $219K | 13.7K | — | — |
| Q2 2026 | $267K | 16.8K | — | — |
| Q1 2026 | $221K | 16.8K | — | — |
| Q4 2025 | $236K | 16.8K | — | — |
| Q3 2025 | $258K | 18.2K | — | — |
Other funds holding PSORF
$36.1M
$35.3M
$35.1M
$34.6M
$34.3M
$33.5M
$32.8M