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
2014
Q1 		– Sell
-84
Closed -$59K – 411
2013
Q4 		$59K Buy
+84
New +$3.33K 0.01% 243

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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.