Cerity Partners
PUK icon

Cerity Partners’s Prudential PUK Stock Holding History

Cerity 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 		$1.31M Buy
48,685
+7,394
+18% +$216K ﹤0.01% 1831
2026
Q1 		$1.17M Buy
41,291
+13,226
+47% +$407K ﹤0.01% 1772
2025
Q4 		$873K Buy
28,065
+2,857
+11% +$81.9K ﹤0.01% 1783
2025
Q3 		$706K Buy
25,208
+536
+2% +$14K ﹤0.01% 1769
2025
Q2 		$617K Buy
24,672
+7,530
+44% +$168K ﹤0.01% 1757
2025
Q1 		$369K Buy
+17,142
New +$307K ﹤0.01% 1913
2024
Q4 		– Sell
-14,069
Closed -$261K – 2561
2024
Q3 		$261K Sell
14,069
-8,322
-37% -$145K ﹤0.01% 2158
2024
Q2 		$410K Buy
22,391
+4,903
+28% +$92.4K ﹤0.01% 1641
2024
Q1 		$337K Buy
17,488
+830
+5% +$17.1K ﹤0.01% 1801
2023
Q4 		$374K Buy
16,658
+3,428
+26% +$75.1K ﹤0.01% 1408
2023
Q3 		$290K Sell
13,230
-7,978
-38% -$202K ﹤0.01% 1162
2023
Q2 		$601K Buy
21,208
+3,850
+22% +$110K ﹤0.01% 1104
2023
Q1 		$475K Buy
17,358
+3,130
+22% +$94K ﹤0.01% 1314
2022
Q4 		$391K Sell
14,228
-4,947
-26% -$113K ﹤0.01% 1051
2022
Q3 		$382K Buy
19,175
+4,117
+27% +$94.3K ﹤0.01% 808
2022
Q2 		$378K Buy
+15,058
New +$387K ﹤0.01% 831
2022
Q1 		– Sell
-12,260
Closed -$424K – 1071
2021
Q4 		$424K Buy
+12,260
New +$465K 0.01% 642

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners's PUK Position: Q2 2026 in Review

Cerity Partners increased its Prudential (PUK) stake by 18% in Q2 2026, buying an estimated $216K and bringing the position to 48,685 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Cerity Partners first reported a position in PUK in Q4 2021 and has held it in 17 quarters since. 269 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Cerity Partners held 48,685 shares of Prudential worth $1.31M as of Q2 2026.
  • Cerity Partners bought 7,394 Prudential shares in Q2 2026, an estimated $216K.
  • Prudential made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1831 holding.
  • Cerity Partners first reported a position in Prudential in Q4 2021 and has held it in 17 quarters since.
  • 269 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.