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 Q2	$30.1K	Buy	1,122 +1,056	+1,600%	+$30.8K	﹤0.01%	1165
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 $1.89T 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

Horizon Investments's PUK Position: Q2 2026 in Review

Horizon Investments increased its Prudential (PUK) stake by 1,600% in Q2 2026, buying an estimated $30.8K and bringing the position to 1,122 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Horizon Investments first reported a position in PUK in Q2 2016 and has held it in 7 quarters since. The position peaked at $1.8M in Q1 2020. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Horizon Investments held 1,122 shares of Prudential worth $30.1K as of Q2 2026.
Horizon Investments bought 1,056 Prudential shares in Q2 2026, an estimated $30.8K.
Prudential made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1165 holding.
Horizon Investments first reported a position in Prudential in Q2 2016 and has held it in 7 quarters since.
Horizon Investments's Prudential position peaked at $1.8M in Q1 2020.
281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.