Creative Planning’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.31M | Buy |
257,056
+23,801
| +10% | +$733K | 0.01% | 908 |
|
|
2025
Q4 | $7.26M | Buy |
233,255
+19,545
| +9% | +$560K | 0.01% | 765 |
|
|
2025
Q3 | $5.98M | Buy |
213,710
+29,386
| +16% | +$769K | ﹤0.01% | 770 |
|
|
2025
Q2 | $4.61M | Buy |
184,324
+17,254
| +10% | +$386K | ﹤0.01% | 800 |
|
|
2025
Q1 | $3.59M | Buy |
167,070
+39,258
| +31% | +$703K | ﹤0.01% | 844 |
|
|
2024
Q4 | $2.04M | Buy |
127,812
+47,048
| +58% | +$788K | ﹤0.01% | 1125 |
|
|
2024
Q3 | $1.5M | Buy |
80,764
+10,013
| +14% | +$175K | ﹤0.01% | 1245 |
|
|
2024
Q2 | $1.3M | Buy |
70,751
+34,799
| +97% | +$656K | ﹤0.01% | 1237 |
|
|
2024
Q1 | $693K | Sell |
35,952
-8,819
| -20% | -$182K | ﹤0.01% | 1610 |
|
|
2023
Q4 | $1.01M | Buy |
44,771
+25,848
| +137% | +$566K | ﹤0.01% | 1227 |
|
|
2023
Q3 | $415K | Buy |
18,923
+908
| +5% | +$23K | ﹤0.01% | 1690 |
|
|
2023
Q2 | $510K | Buy |
+18,015
| New | +$516K | ﹤0.01% | 1538 |
|
|
2022
Q3 | – | Sell |
-8,424
| Closed | -$212K | – | 2421 |
|
|
2022
Q2 | $212K | Buy |
8,424
+1,095
| +15% | +$28.1K | ﹤0.01% | 1841 |
|
|
2022
Q1 | $217K | Buy |
+7,329
| New | +$234K | ﹤0.01% | 1842 |
|
|
2021
Q4 | – | Sell |
-6,284
| Closed | -$246K | – | 2195 |
|
|
2021
Q3 | $246K | Buy |
+6,284
| New | +$243K | ﹤0.01% | 1721 |
|
|
2021
Q2 | – | Sell |
-5,914
| Closed | -$245K | – | 2473 |
|
|
2021
Q1 | $245K | Buy |
+5,914
| New | +$225K | ﹤0.01% | 1931 |
|
|
2017
Q4 | – | Sell |
-13,300
| Closed | -$618K | – | 1988 |
|
|
2017
Q3 | $618K | Buy |
13,300
+11,698
| +730% | +$534K | ﹤0.01% | 949 |
|
|
2017
Q2 | $71K | Buy |
1,602
+143
| +10% | +$6.18K | ﹤0.01% | 2238 |
|
|
2017
Q1 | $60K | Buy |
1,459
+441
| +43% | +$17.3K | ﹤0.01% | 2347 |
|
|
2016
Q4 | $39K | Buy |
1,018
+709
| +229% | +$25.5K | ﹤0.01% | 2588 |
|
|
2016
Q3 | $11K | Buy |
309
+250
| +424% | +$8.62K | ﹤0.01% | 3460 |
|
|
2016
Q2 | $2K | Sell |
59
-2,062
| -97% | -$75.8K | ﹤0.01% | 4042 |
|
|
2016
Q1 | $77K | Buy |
2,121
+1,815
| +593% | +$65.7K | ﹤0.01% | 1791 |
|
|
2015
Q4 | $13K | Buy |
306
+44
| +17% | +$1.96K | ﹤0.01% | 3128 |
|
|
2015
Q3 | $11K | Buy |
+262
| New | +$11.7K | ﹤0.01% | 3158 |
|
|
2015
Q2 | – | Sell |
-390
| Closed | -$19K | – | 2530 |
|
|
2015
Q1 | $19K | Sell |
390
-249
| -39% | -$11.8K | ﹤0.01% | 2758 |
|
|
2014
Q4 | $29K | Sell |
639
-4,975
| -89% | -$222K | ﹤0.01% | 2380 |
|
|
2014
Q3 | $242K | Buy |
5,614
+5,319
| +1,803% | +$241K | ﹤0.01% | 965 |
|
|
2014
Q2 | $13K | Sell |
295
-14,342
| -98% | -$636K | ﹤0.01% | 2744 |
|
|
2014
Q1 | $604K | Buy |
+14,637
| New | +$625K | 0.01% | 543 |
|
Other funds holding PUK
CCM
Creative Planning's PUK Position: Q1 2026 in Review
Creative Planning increased its Prudential (PUK) stake by 10% in Q1 2026, buying an estimated $733K and bringing the position to 257,056 shares worth $7.31M. The position accounts for 0.01% of the portfolio, ranked #908.
Creative Planning first reported a position in PUK in Q1 2014 and has held it in 30 quarters since. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.
- Creative Planning held 257,056 shares of Prudential worth $7.31M as of Q1 2026.
- Creative Planning bought 23,801 Prudential shares in Q1 2026, an estimated $733K.
- Prudential made up 0.01% of Creative Planning's portfolio in Q1 2026, its #908 holding.
- Creative Planning first reported a position in Prudential in Q1 2014 and has held it in 30 quarters since.
- 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.