MWM
PUK icon

Mosley Wealth Management’s Prudential PUK Stock Holding History

Mosley 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
Q2 		$134 Sell
5
-5
-50% -$146 ﹤0.01% 751
2026
Q1 		$280 Buy
+10
New +$308 ﹤0.01% 446

Other funds holding PUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mosley Wealth Management's PUK Position: Q2 2026 in Review

Mosley Wealth Management reduced its Prudential (PUK) stake by 50% in Q2 2026, selling an estimated $146 and leaving 5 shares worth $134. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Mosley Wealth Management first reported a position in PUK in Q1 2026 and has held it in 2 quarters since. The position peaked at $280 in Q1 2026. 130 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Mosley Wealth Management held 5 shares of Prudential worth $134 as of Q2 2026.
  • Mosley Wealth Management sold 5 Prudential shares in Q2 2026, an estimated $146.
  • Prudential made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #751 holding.
  • Mosley Wealth Management first reported a position in Prudential in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Prudential position peaked at $280 in Q1 2026.
  • 130 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.