EverSource Wealth Advisors’s Prudential PUK Stock Holding History

EverSource Wealth Advisors’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	$153K	Sell	5,721 -3,718	-39%	-$109K	0.01%	1160
2026 Q1	$268K	Buy	9,439 +3,033	+47%	+$93.4K	0.01%	902
2025 Q4	$199K	Buy	6,406 +359	+6%	+$10.3K	0.01%	949
2025 Q3	$169K	Buy	6,047 +915	+18%	+$24K	0.01%	995
2025 Q2	$128K	Buy	5,132 +3,404	+197%	+$76.1K	0.01%	1066
2025 Q1	$37.2K	Buy	1,728 +1,224	+243%	+$21.9K	﹤0.01%	1384
2024 Q4	$8.03K	Sell	504 -689	-58%	-$11.5K	﹤0.01%	2111
2024 Q3	$22.1K	Sell	1,193 -1,029	-46%	-$18K	﹤0.01%	1438
2024 Q2	$40.4K	Buy	2,222 +699	+46%	+$13.2K	﹤0.01%	1183
2024 Q1	$26.7K	Sell	1,523 -4,350	-74%	-$89.8K	﹤0.01%	1229
2023 Q4	$132K	Buy	5,873 +701	+14%	+$15.4K	0.01%	549
2023 Q3	$113K	Buy	5,172 +400	+8%	+$10.1K	0.01%	530
2023 Q2	$135K	Buy	4,772 +741	+18%	+$21.2K	0.01%	482
2023 Q1	$110K	Sell	4,031 -41	-1%	-$1.23K	0.01%	511
2022 Q4	$112K	Sell	4,072 -318	-7%	-$7.27K	0.02%	473
2022 Q3	$87K	Buy	4,390 +590	+16%	+$13.5K	0.02%	464
2022 Q2	$95K	Sell	3,800 -182	-5%	-$4.67K	0.02%	386
2022 Q1	$118K	Buy	3,982 +925	+30%	+$29.5K	0.03%	309
2021 Q4	$105K	Buy	+3,057	New	+$116K	0.03%	304

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EverSource Wealth Advisors's PUK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Prudential (PUK) stake by 39% in Q2 2026, selling an estimated $109K and leaving 5,721 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #1160.

EverSource Wealth Advisors first reported a position in PUK in Q4 2021 and has held it in 19 quarters since. The position peaked at $268K in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

EverSource Wealth Advisors held 5,721 shares of Prudential worth $153K as of Q2 2026.
EverSource Wealth Advisors sold 3,718 Prudential shares in Q2 2026, an estimated $109K.
Prudential made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1160 holding.
EverSource Wealth Advisors first reported a position in Prudential in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Prudential position peaked at $268K in Q1 2026.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.