GI
PUK icon

Gradient Investments’s Prudential PUK Stock Holding History

Gradient Investments’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
Q3 		$5M Buy
202,290
+17,329
+9% +$481K 0.07% 212
2026
Q2 		$4.96M Buy
184,961
+12,388
+7% +$362K 0.07% 205
2026
Q1 		$4.91M Buy
172,573
+98,659
+133% +$3.04M 0.08% 191
2025
Q4 		$2.3M Buy
73,914
+20,278
+38% +$581K 0.04% 190
2025
Q3 		$1.5M Buy
53,636
+17,267
+47% +$452K 0.03% 213
2025
Q2 		$910K Buy
36,369
+4,324
+13% +$96.7K 0.02% 237
2025
Q1 		$689K Buy
32,045
+121
+0.4% +$2.17K 0.01% 215
2024
Q4 		$509K Buy
31,924
+7,892
+33% +$132K 0.01% 220
2024
Q3 		$446K Buy
24,032
+63
+0.3% +$1.1K 0.01% 241
2024
Q2 		$439K Buy
23,969
+287
+1% +$5.41K 0.01% 253
2024
Q1 		$456K Buy
23,682
+1,716
+8% +$35.4K 0.01% 236
2023
Q4 		$493K Buy
21,966
+21,939
+81,256% +$481K 0.01% 257
2023
Q3 		$592 Hold
27
– – ﹤0.01% 1516
2023
Q2 		$765 Buy
+27
New +$773 ﹤0.01% 1440
2022
Q4 		– Sell
-38
Closed -$1K – 1627
2022
Q3 		$1K Buy
+38
New +$871 ﹤0.01% 1277
2019
Q1 		– Sell
-111
Closed -$4K – 976
2018
Q4 		$4K Buy
+111
New +$4.24K ﹤0.01% 747

Other funds holding PUK

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Gradient Investments's PUK Position: Q3 2026 in Review

Gradient Investments increased its Prudential (PUK) stake by 9.4% in Q3 2026, buying an estimated $481K and bringing the position to 202,290 shares worth $5M. The position accounts for 0.07% of the portfolio, ranked #212.

Gradient Investments first reported a position in PUK in Q4 2018 and has held it in 16 quarters since. 14 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • Gradient Investments held 202,290 shares of Prudential worth $5M as of Q3 2026.
  • Gradient Investments bought 17,329 Prudential shares in Q3 2026, an estimated $481K.
  • Prudential made up 0.07% of Gradient Investments's portfolio in Q3 2026, its #212 holding.
  • Gradient Investments first reported a position in Prudential in Q4 2018 and has held it in 16 quarters since.
  • 14 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.