CCWM
PUK icon

Cassaday & Co Wealth Management’s Prudential PUK Stock Holding History

Cassaday & Co 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 		$242 Hold
9
– – ﹤0.01% 1203
2026
Q1 		$256 Buy
+9
New +$277 ﹤0.01% 1244

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cassaday & Co Wealth Management's PUK Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Prudential (PUK) position steady in Q2 2026 at 9 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Cassaday & Co Wealth Management first reported a position in PUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $256 in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Cassaday & Co Wealth Management held 9 shares of Prudential worth $242 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Prudential share count unchanged in Q2 2026.
  • Prudential made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1203 holding.
  • Cassaday & Co Wealth Management first reported a position in Prudential in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Prudential position peaked at $256 in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.