Horizon Investments’s Prudential PUK Stock Holding History

Horizon 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 Q1	$1.88K	Buy	+66	New	+$2.03K	﹤0.01%	1274
2025 Q4	–	Sell	-21	Closed	-$588	–	1373
2025 Q3	$588	Buy	+21	New	+$550	﹤0.01%	1135
2020 Q2	–	Sell	-75,010	Closed	-$1.8M	–	445
2020 Q1	$1.8M	Buy	+75,010	New	+$2.39M	0.09%	86
2017 Q1	–	Sell	-16,724	Closed	-$645K	–	194
2016 Q4	$645K	Sell	16,724 -371	-2%	-$13.3K	0.04%	90
2016 Q3	$592K	Sell	17,095 -4,250	-20%	-$147K	0.04%	69
2016 Q2	$704K	Buy	+21,345	New	+$785K	0.05%	67

Other funds holding PUK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Investments's PUK Position: Q1 2026 in Review

Horizon Investments opened a new position in Prudential (PUK) in Q1 2026: 66 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings. This is a return to the name: Horizon Investments previously reported a position in PUK as recently as Q3 2025.

Horizon Investments first reported a position in PUK in Q2 2016 and has held it in 6 quarters since. The position peaked at $1.8M in Q1 2020. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Horizon Investments held 66 shares of Prudential worth $1.88K as of Q1 2026.
Prudential was a new Horizon Investments position in Q1 2026.
Prudential made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1274 holding.
Horizon Investments first reported a position in Prudential in Q2 2016 and has held it in 6 quarters since.
Horizon Investments's Prudential position peaked at $1.8M in Q1 2020.
260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.