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 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

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

Gradient Investments's PUK Position: Q2 2026 in Review

Gradient Investments increased its Prudential (PUK) stake by 7.2% in Q2 2026, buying an estimated $362K and bringing the position to 184,961 shares worth $4.96M. The position accounts for 0.07% of the portfolio, ranked #205.

Gradient Investments first reported a position in PUK in Q4 2018 and has held it in 15 quarters since. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Gradient Investments held 184,961 shares of Prudential worth $4.96M as of Q2 2026.
Gradient Investments bought 12,388 Prudential shares in Q2 2026, an estimated $362K.
Prudential made up 0.07% of Gradient Investments's portfolio in Q2 2026, its #205 holding.
Gradient Investments first reported a position in Prudential in Q4 2018 and has held it in 15 quarters since.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.