Highline Wealth Partners’s Prudential PUK Stock Holding History

Highline Wealth Partners’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	$3.19K	Hold	119	–	–	﹤0.01%	995
2026 Q1	$3.38K	Hold	119	–	–	﹤0.01%	856
2025 Q4	$3.7K	Hold	119	–	–	﹤0.01%	655
2025 Q3	$3.33K	Buy	119 +10	+9%	+$262	﹤0.01%	706
2025 Q2	$2.73K	Hold	109	–	–	﹤0.01%	582
2025 Q1	$2.34K	Buy	+109	New	+$1.95K	﹤0.01%	604

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

Highline Wealth Partners's PUK Position: Q2 2026 in Review

Highline Wealth Partners held its Prudential (PUK) position steady in Q2 2026 at 119 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Highline Wealth Partners first reported a position in PUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.7K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Highline Wealth Partners held 119 shares of Prudential worth $3.19K as of Q2 2026.
Highline Wealth Partners left its Prudential share count unchanged in Q2 2026.
Prudential made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #995 holding.
Highline Wealth Partners first reported a position in Prudential in Q1 2025 and has held it in 6 quarters since.
Highline Wealth Partners's Prudential position peaked at $3.7K in Q4 2025.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.