Aaron Wealth Advisors’s Prudential PUK Stock Holding History

Aaron Wealth Advisors’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$514K	Sell	19,174 -6,682	-26%	-$195K	0.03%	411
2026 Q1	$735K	Buy	25,856 +9,169	+55%	+$282K	0.04%	296
2025 Q4	$519K	Buy	16,687 +694	+4%	+$19.9K	0.03%	425
2025 Q3	$448K	Sell	15,993 -247	-2%	-$6.47K	0.03%	439
2025 Q2	$406K	Buy	16,240 +1,341	+9%	+$30K	0.04%	289
2025 Q1	$320K	Buy	+14,899	New	+$267K	0.04%	311
2022 Q2	–	Sell	-37,684	Closed	-$1.27M	–	681
2022 Q1	$1.27M	Buy	+37,684	New	+$1.2M	0.02%	306

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Aaron Wealth Advisors's PUK Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Prudential (PUK) stake by 26% in Q2 2026, selling an estimated $195K and leaving 19,174 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #411.

Aaron Wealth Advisors first reported a position in PUK in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2022. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Aaron Wealth Advisors held 19,174 shares of Prudential worth $514K as of Q2 2026.
Aaron Wealth Advisors sold 6,682 Prudential shares in Q2 2026, an estimated $195K.
Prudential made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #411 holding.
Aaron Wealth Advisors first reported a position in Prudential in Q1 2022 and has held it in 7 quarters since.
Aaron Wealth Advisors's Prudential position peaked at $1.27M in Q1 2022.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.