Arax Advisory Partners’s Prudential PUK Stock Holding History

Arax Advisory Partners’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	$67.2K	Sell	2,507 -591	-19%	-$17.3K	﹤0.01%	3035
2026 Q1	$96.7K	Buy	3,098 +2,796	+926%	+$86.1K	﹤0.01%	1400
2025 Q4	$9.4K	Sell	302 -813	-73%	-$23.3K	﹤0.01%	2501
2025 Q3	$31.2K	Buy	+1,115	New	+$29.2K	﹤0.01%	2065
2020 Q4	–	Sell	-58	Closed	-$2K	–	752
2020 Q3	$2K	Hold	58	–	–	﹤0.01%	649
2020 Q2	$2K	Buy	58 +1	+2%	+$26	﹤0.01%	637
2020 Q1	$1K	Hold	57	–	–	﹤0.01%	656
2019 Q4	$2K	Buy	57 +9	+19%	+$317	﹤0.01%	553
2019 Q3	$2K	Hold	48	–	–	﹤0.01%	554
2019 Q2	$2K	Buy	+48	New	+$2K	﹤0.01%	555
2018 Q4	$2K	Hold	47	–	–	﹤0.01%	531
2018 Q3	$2K	Sell	47 -725	-94%	-$32.1K	﹤0.01%	579
2018 Q2	$34K	Sell	772 -403	-34%	-$19.7K	0.01%	254
2018 Q1	$58K	Buy	1,175 +1,054	+871%	+$53.3K	0.03%	190
2017 Q4	$5K	Buy	121 +1	+0.8%	+$48	﹤0.01%	377
2017 Q3	$5K	Sell	120 -31	-21%	-$1.42K	﹤0.01%	377
2017 Q2	$7K	Buy	151 +38	+34%	+$1.64K	﹤0.01%	367
2017 Q1	$4K	Sell	113 -1	-0.9%	-$39	﹤0.01%	381
2016 Q4	$4K	Buy	+114	New	+$4.09K	﹤0.01%	387

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

Arax Advisory Partners's PUK Position: Q2 2026 in Review

Arax Advisory Partners reduced its Prudential (PUK) stake by 19% in Q2 2026, selling an estimated $17.3K and leaving 2,507 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3035.

Arax Advisory Partners first reported a position in PUK in Q4 2016 and has held it in 19 quarters since. The position peaked at $96.7K in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Arax Advisory Partners held 2,507 shares of Prudential worth $67.2K as of Q2 2026.
Arax Advisory Partners sold 591 Prudential shares in Q2 2026, an estimated $17.3K.
Prudential made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3035 holding.
Arax Advisory Partners first reported a position in Prudential in Q4 2016 and has held it in 19 quarters since.
Arax Advisory Partners's Prudential position peaked at $96.7K in Q1 2026.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.