Manske Wealth Management’s Prudential PUK Stock Holding History

Manske Wealth 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 Q1	$1.16M	Sell	40,813 -2,191	-5%	-$67.5K	0.33%	63
2025 Q4	$1.34M	Sell	43,004 -4,219	-9%	-$121K	0.4%	52
2025 Q3	$1.32M	Sell	47,223 -21,113	-31%	-$553K	0.41%	50
2025 Q2	$1.71M	Sell	68,336 -716	-1%	-$16K	0.57%	39
2025 Q1	$1.48M	Sell	69,052 -660	-0.9%	-$11.8K	0.56%	40
2024 Q4	$1.11M	Buy	+69,712	New	+$1.17M	0.44%	49

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 $5.72T AUM 30.48% 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

Manske Wealth Management's PUK Position: Q1 2026 in Review

Manske Wealth Management reduced its Prudential (PUK) stake by 5.1% in Q1 2026, selling an estimated $67.5K and leaving 40,813 shares worth $1.16M. The position accounts for 0.33% of the portfolio, ranked #63.

Manske Wealth Management first reported a position in PUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.71M in Q2 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Manske Wealth Management held 40,813 shares of Prudential worth $1.16M as of Q1 2026.
Manske Wealth Management sold 2,191 Prudential shares in Q1 2026, an estimated $67.5K.
Prudential made up 0.33% of Manske Wealth Management's portfolio in Q1 2026, its #63 holding.
Manske Wealth Management first reported a position in Prudential in Q4 2024 and has held it in 6 quarters since.
Manske Wealth Management's Prudential position peaked at $1.71M in Q2 2025.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Manske Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.