Global Retirement Partners’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $178K | Sell |
5,716
-2,025
| -26% | -$58K | ﹤0.01% | 1540 |
|
|
2025
Q3 | $217K | Sell |
7,741
-16,645
| -68% | -$436K | ﹤0.01% | 1129 |
|
|
2025
Q2 | $610K | Buy |
+24,386
| New | +$545K | 0.02% | 651 |
|
|
2024
Q4 | $3.6K | Buy |
226
+2
| +0.9% | +$34 | ﹤0.01% | 2839 |
|
|
2024
Q3 | $4.15K | Hold |
224
| – | – | ﹤0.01% | 2651 |
|
|
2024
Q2 | $4.11K | Sell |
224
-79
| -26% | -$1.49K | ﹤0.01% | 2692 |
|
|
2024
Q1 | $5.84K | Sell |
303
-49
| -14% | -$1.01K | ﹤0.01% | 2335 |
|
|
2023
Q4 | $7.22K | Buy |
352
+1
| +0.3% | +$22 | ﹤0.01% | 2189 |
|
|
2023
Q3 | $7.42K | Hold |
351
| – | – | ﹤0.01% | 2070 |
|
|
2023
Q2 | $9.93K | Buy |
351
+2
| +0.6% | +$57 | ﹤0.01% | 1965 |
|
|
2023
Q1 | $10.4K | Hold |
349
| – | – | ﹤0.01% | 1910 |
|
|
2022
Q4 | $9.58K | Buy |
349
+168
| +93% | +$3.84K | ﹤0.01% | 1798 |
|
|
2022
Q3 | $3K | Buy |
181
+33
| +22% | +$756 | ﹤0.01% | 2140 |
|
|
2022
Q2 | $4K | Sell |
148
-5
| -3% | -$128 | ﹤0.01% | 1989 |
|
|
2022
Q1 | $4K | Buy |
+153
| New | +$4.88K | ﹤0.01% | 1986 |
|
|
2021
Q4 | – | Sell |
-31
| Closed | -$1K | – | 1398 |
|
|
2021
Q3 | $1K | Sell |
31
-1
| -3% | -$39 | ﹤0.01% | 1923 |
|
|
2021
Q2 | $1K | Buy |
32
+5
| +19% | +$205 | ﹤0.01% | 1822 |
|
|
2021
Q1 | $1K | Sell |
27
-163
| -86% | -$6.21K | ﹤0.01% | 1733 |
|
|
2020
Q4 | $7K | Sell |
190
-2
| -1% | -$61 | ﹤0.01% | 1366 |
|
|
2020
Q3 | $5K | Buy |
192
+60
| +45% | +$1.8K | ﹤0.01% | 1330 |
|
|
2020
Q2 | $4K | Sell |
132
-113
| -46% | -$2.99K | ﹤0.01% | 1346 |
|
|
2020
Q1 | $6K | Buy |
245
+140
| +133% | +$4.46K | ﹤0.01% | 1179 |
|
|
2019
Q4 | $4K | Sell |
105
-131
| -56% | -$4.62K | ﹤0.01% | 1388 |
|
|
2019
Q3 | $8K | Buy |
236
+22
| +10% | +$818 | ﹤0.01% | 1181 |
|
|
2019
Q2 | $9K | Buy |
214
+7
| +3% | +$291 | ﹤0.01% | 1145 |
|
|
2019
Q1 | $8K | Buy |
207
+96
| +86% | +$3.71K | ﹤0.01% | 1125 |
|
|
2018
Q4 | $4K | Sell |
111
-73
| -40% | -$2.79K | ﹤0.01% | 1225 |
|
|
2018
Q3 | $8K | Buy |
184
+9
| +5% | +$398 | ﹤0.01% | 1102 |
|
|
2018
Q2 | $8K | Buy |
175
+11
| +7% | +$537 | ﹤0.01% | 1069 |
|
|
2018
Q1 | $8K | Buy |
164
+32
| +24% | +$1.62K | ﹤0.01% | 1029 |
|
|
2017
Q4 | $6K | Sell |
132
-10
| -7% | -$476 | ﹤0.01% | 1077 |
|
|
2017
Q3 | $7K | Buy |
142
+13
| +10% | +$594 | ﹤0.01% | 940 |
|
|
2017
Q2 | $6K | Hold |
129
| – | – | ﹤0.01% | 913 |
|
|
2017
Q1 | $5K | Hold |
129
| – | – | ﹤0.01% | 915 |
|
|
2016
Q4 | $5K | Buy |
+129
| New | +$4.63K | ﹤0.01% | 854 |
|
Other funds holding PUK
CCM
Global Retirement Partners's PUK Position: Q4 2025 in Review
Global Retirement Partners reduced its Prudential (PUK) stake by 26% in Q4 2025, selling an estimated $58K and leaving 5,716 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.
Global Retirement Partners first reported a position in PUK in Q4 2016 and has held it in 35 quarters since. The position peaked at $610K in Q2 2025. 251 funds tracked by Wall St. Rank hold PUK as of Q4 2025.
- Global Retirement Partners held 5,716 shares of Prudential worth $178K as of Q4 2025.
- Global Retirement Partners sold 2,025 Prudential shares in Q4 2025, an estimated $58K.
- Prudential made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1540 holding.
- Global Retirement Partners first reported a position in Prudential in Q4 2016 and has held it in 35 quarters since.
- Global Retirement Partners's Prudential position peaked at $610K in Q2 2025.
- 251 funds tracked by Wall St. Rank held Prudential as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.