Meridian Wealth Management’s Prudential PUK Stock Holding History

Meridian 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	–	Sell	-6,664	Closed	-$207K	–	807
2025 Q4	$207K	Buy	+6,664	New	+$191K	0.01%	716

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

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

Meridian Wealth Management sold out of Prudential (PUK) in Q1 2026, closing a stake of 6,664 shares — an estimated $207K sold.

Meridian Wealth Management first reported a position in PUK in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

Meridian Wealth Management reported no remaining Prudential position as of Q1 2026 after selling out during the quarter.
Meridian Wealth Management sold 6,664 Prudential shares in Q1 2026, an estimated $207K.
Meridian Wealth Management first reported a position in Prudential in Q4 2025 and held it in 1 quarter.
Meridian Wealth Management's Prudential position peaked at $207K in Q4 2025.
259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.