Beaird Harris Wealth Management’s Prudential PUK Stock Holding History

Beaird Harris 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	$2.13K	Hold	80	–	–	﹤0.01%	524
2026 Q1	$2.26K	Hold	80	–	–	﹤0.01%	483
2025 Q4	$2.48K	Hold	80	–	–	﹤0.01%	502
2025 Q3	$2.23K	Buy	80 +15	+23%	+$393	﹤0.01%	503
2025 Q2	$1.62K	Buy	+65	New	+$1.45K	﹤0.01%	513
2024 Q1	–	Sell	-244	Closed	-$5.48K	–	646
2023 Q4	$5.48K	Buy	+244	New	+$5.35K	﹤0.01%	371

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

Beaird Harris Wealth Management's PUK Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Prudential (PUK) position steady in Q2 2026 at 80 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Beaird Harris Wealth Management first reported a position in PUK in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.48K in Q4 2023. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Beaird Harris Wealth Management held 80 shares of Prudential worth $2.13K as of Q2 2026.
Beaird Harris Wealth Management left its Prudential share count unchanged in Q2 2026.
Prudential made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #524 holding.
Beaird Harris Wealth Management first reported a position in Prudential in Q4 2023 and has held it in 6 quarters since.
Beaird Harris Wealth Management's Prudential position peaked at $5.48K in Q4 2023.
282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.