Envestnet Portfolio Solutions
PUK icon

Envestnet Portfolio Solutions’s Prudential PUK Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-6,842
Closed -$213K – 1459
2025
Q4 		$213K Buy
+6,842
New +$196K ﹤0.01% 1437
2024
Q4 		– Sell
-11,307
Closed -$210K – 1781
2024
Q3 		$210K Buy
+11,307
New +$197K ﹤0.01% 1630

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

Envestnet Portfolio Solutions's PUK Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Prudential (PUK) in Q1 2026, closing a stake of 6,842 shares — an estimated $213K sold.

Envestnet Portfolio Solutions first reported a position in PUK in Q3 2024 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,842 Prudential shares in Q1 2026, an estimated $213K.
  • Envestnet Portfolio Solutions first reported a position in Prudential in Q3 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Prudential position peaked at $213K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.