Carson Wealth (CWM LLC)
PUK icon

Carson Wealth (CWM LLC)’s Prudential PUK Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$123K Buy
4,331
+1,960
+83% +$60.4K ﹤0.01% 3094
2025
Q4 		$74K Sell
2,371
-25
-1% -$716 ﹤0.01% 3306
2025
Q3 		$67K Buy
2,396
+437
+22% +$11.4K ﹤0.01% 3294
2025
Q2 		$49K Sell
1,959
-54
-3% -$1.21K ﹤0.01% 3301
2025
Q1 		$43K Sell
2,013
-394
-16% -$7.05K ﹤0.01% 3103
2024
Q4 		$38K Buy
2,407
+1,624
+207% +$27.2K ﹤0.01% 2989
2024
Q3 		$15K Sell
783
-738
-49% -$12.9K ﹤0.01% 3554
2024
Q2 		$28K Sell
1,521
-1,077
-41% -$20.3K ﹤0.01% 2897
2024
Q1 		$50K Buy
2,598
+22
+0.9% +$454 ﹤0.01% 2300
2023
Q4 		$58K Sell
2,576
-254
-9% -$5.57K ﹤0.01% 2083
2023
Q3 		$62K Buy
2,830
+549
+24% +$13.9K ﹤0.01% 1938
2023
Q2 		$65K Buy
2,281
+59
+3% +$1.69K ﹤0.01% 1815
2023
Q1 		$61K Sell
2,222
-211
-9% -$6.34K ﹤0.01% 1759
2022
Q4 		$67K Buy
2,433
+1,181
+94% +$27K ﹤0.01% 1574
2022
Q3 		$25K Buy
1,252
+18
+1% +$412 ﹤0.01% 2091
2022
Q2 		$31K Sell
1,234
-272
-18% -$6.99K ﹤0.01% 1870
2022
Q1 		$45K Buy
1,506
+669
+80% +$21.4K ﹤0.01% 1654
2021
Q4 		$29K Buy
+837
New +$31.8K ﹤0.01% 1796
2021
Q2 		$39K Hold
1,049
– – ﹤0.01% 1502
2021
Q1 		$39K Hold
1,049
– – ﹤0.01% 1502
2020
Q4 		$39K Hold
1,049
– – ﹤0.01% 1502
2020
Q3 		$39K Hold
1,049
– – ﹤0.01% 1502
2020
Q2 		$39K Hold
1,049
– – ﹤0.01% 1502
2020
Q1 		$39K Hold
1,049
– – ﹤0.01% 1502
2019
Q4 		$39K Hold
1,049
– – ﹤0.01% 1502
2019
Q3 		$39K Hold
1,049
– – ﹤0.01% 1501
2019
Q2 		$39K Hold
1,049
– – ﹤0.01% 1501
2019
Q1 		$39K Sell
1,049
-127
-11% -$4.9K ﹤0.01% 1501
2018
Q4 		$40K Buy
1,176
+174
+17% +$6.65K ﹤0.01% 929
2018
Q3 		$45K Sell
1,002
-57
-5% -$2.52K ﹤0.01% 773
2018
Q2 		$47K Buy
1,059
+74
+8% +$3.61K ﹤0.01% 645
2018
Q1 		$49K Sell
985
-108
-10% -$5.46K ﹤0.01% 558
2017
Q4 		$54K Hold
1,093
– – ﹤0.01% 519
2017
Q3 		$51K Buy
1,093
+47
+4% +$2.15K ﹤0.01% 520
2017
Q2 		$47K Hold
1,046
– – ﹤0.01% 491
2017
Q1 		$43K Sell
1,046
-63
-6% -$2.48K ﹤0.01% 483
2016
Q4 		$43K Buy
1,109
+387
+54% +$13.9K ﹤0.01% 470
2016
Q3 		$25K Buy
+722
New +$24.9K ﹤0.01% 522
2016
Q1 		– Sell
-33
Closed -$1K – 801
2015
Q4 		$1K Buy
+33
New +$1.47K ﹤0.01% 651
2014
Q1 		– Sell
-8,351
Closed -$365K – 412
2013
Q4 		$365K Buy
8,351
+5,052
+153% +$200K 0.06% 146
2013
Q3 		$119K Buy
+3,299
New +$115K 0.03% 147

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PUK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Prudential (PUK) stake by 83% in Q1 2026, buying an estimated $60.4K and bringing the position to 4,331 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #3094.

Carson Wealth (CWM LLC) first reported a position in PUK in Q3 2013 and has held it in 41 quarters since. The position peaked at $365K in Q4 2013. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,331 shares of Prudential worth $123K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,960 Prudential shares in Q1 2026, an estimated $60.4K.
  • Prudential made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3094 holding.
  • Carson Wealth (CWM LLC) first reported a position in Prudential in Q3 2013 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s Prudential position peaked at $365K in Q4 2013.
  • 260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.