Abound Wealth Management’s Prudential PUK Stock Holding History

Abound Wealth Management’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	$295	Hold	11	–	–	﹤0.01%	1035
2026 Q1	$313	Hold	11	–	–	﹤0.01%	1121
2025 Q4	$343	Hold	11	–	–	﹤0.01%	1013
2025 Q3	$308	Hold	11	–	–	﹤0.01%	1001
2025 Q2	$276	Hold	11	–	–	﹤0.01%	942
2025 Q1	$237	Sell	11 -5	-31%	-$89	﹤0.01%	932
2024 Q4	$256	Buy	16 +2	+14%	+$34	﹤0.01%	951
2024 Q3	$260	Sell	14 -4	-22%	-$70	﹤0.01%	1022
2024 Q2	$330	Hold	18	–	–	﹤0.01%	951
2024 Q1	$347	Hold	18	–	–	﹤0.01%	1065
2023 Q4	$405	Hold	18	–	–	﹤0.01%	1014
2023 Q3	$395	Hold	18	–	–	﹤0.01%	890
2023 Q2	$510	Buy	+18	New	+$515	﹤0.01%	835

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

Abound Wealth Management's PUK Position: Q2 2026 in Review

Abound Wealth Management held its Prudential (PUK) position steady in Q2 2026 at 11 shares worth $295. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Abound Wealth Management first reported a position in PUK in Q2 2023 and has held it in 13 quarters since. The position peaked at $510 in Q2 2023. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Abound Wealth Management held 11 shares of Prudential worth $295 as of Q2 2026.
Abound Wealth Management left its Prudential share count unchanged in Q2 2026.
Prudential made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1035 holding.
Abound Wealth Management first reported a position in Prudential in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Prudential position peaked at $510 in Q2 2023.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.