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Legacy Wealth Asset Management’s Prudential PUK Stock Holding History

Legacy Wealth Asset Management’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 		$726K Sell
27,087
-227
-0.8% -$6.63K 0.16% 197
2026
Q1 		$777K Buy
27,314
+41
+0.2% +$1.26K 0.19% 173
2025
Q4 		$849K Sell
27,273
-414
-1% -$11.9K 0.21% 145
2025
Q3 		$775K Sell
27,687
-147
-0.5% -$3.85K 0.19% 159
2025
Q2 		$696K Sell
27,834
-237
-0.8% -$5.3K 0.18% 168
2025
Q1 		$604K Buy
28,071
+6,170
+28% +$110K 0.17% 205
2024
Q4 		$349K Sell
21,901
-4,008
-15% -$67.2K 0.1% 284
2024
Q3 		$480K Buy
25,909
+225
+0.9% +$3.93K 0.13% 252
2024
Q2 		$471K Buy
25,684
+1,247
+5% +$23.5K 0.13% 242
2024
Q1 		$471K Buy
24,437
+478
+2% +$9.87K 0.13% 242
2023
Q4 		$538K Sell
23,959
-453
-2% -$9.93K 0.18% 205
2023
Q3 		$535K Sell
24,412
-3,686
-13% -$93.2K 0.2% 180
2023
Q2 		$796K Sell
28,098
-15
-0.1% -$429 0.28% 99
2023
Q1 		$769K Buy
28,113
+2,790
+11% +$83.8K 0.28% 108
2022
Q4 		$696K Buy
25,323
+5,688
+29% +$130K 0.27% 135
2022
Q3 		$391K Buy
+19,635
New +$450K 0.17% 214

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legacy Wealth Asset Management's PUK Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Prudential (PUK) stake by 0.83% in Q2 2026, selling an estimated $6.63K and leaving 27,087 shares worth $726K. The position accounts for 0.16% of the portfolio, ranked #197.

Legacy Wealth Asset Management first reported a position in PUK in Q3 2022 and has held it in 16 quarters since. The position peaked at $849K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Legacy Wealth Asset Management held 27,087 shares of Prudential worth $726K as of Q2 2026.
  • Legacy Wealth Asset Management sold 227 Prudential shares in Q2 2026, an estimated $6.63K.
  • Prudential made up 0.16% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #197 holding.
  • Legacy Wealth Asset Management first reported a position in Prudential in Q3 2022 and has held it in 16 quarters since.
  • Legacy Wealth Asset Management's Prudential position peaked at $849K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.