NW
PUK icon

Naviter Wealth’s Prudential PUK Stock Holding History

Naviter Wealth’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 		$530K Buy
18,389
+1,970
+12% +$60.7K 0.07% 201
2025
Q4 		$511K Sell
16,419
-1,492
-8% -$42.8K 0.07% 200
2025
Q3 		$504K Buy
17,911
+1,053
+6% +$27.6K 0.06% 200
2025
Q2 		$422K Buy
+16,858
New +$377K 0.05% 204
2024
Q4 		– Sell
-33,988
Closed -$635K – 300
2024
Q3 		$635K Sell
33,988
-1,108
-3% -$19.3K 0.09% 181
2024
Q2 		$643K Buy
35,096
+4,637
+15% +$87.4K 0.1% 179
2024
Q1 		$587K Buy
30,459
+10,335
+51% +$213K 0.1% 184
2023
Q4 		$452K Buy
20,124
+385
+2% +$8.44K 0.09% 177
2023
Q3 		$435K Buy
19,739
+2,257
+13% +$57.1K 0.11% 176
2023
Q2 		$495K Buy
17,482
+2,301
+15% +$65.9K 0.13% 177
2023
Q1 		$419K Buy
15,181
+420
+3% +$12.6K 0.15% 164
2022
Q4 		$479K Buy
14,761
+1,419
+11% +$32.4K 0.13% 153
2022
Q3 		$266K Buy
13,342
+1,041
+8% +$23.9K 0.11% 167
2022
Q2 		$309K Buy
+12,301
New +$316K 0.13% 157

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Naviter Wealth's PUK Position: Q1 2026 in Review

Naviter Wealth increased its Prudential (PUK) stake by 12% in Q1 2026, buying an estimated $60.7K and bringing the position to 18,389 shares worth $530K. The position accounts for 0.07% of the portfolio, ranked #201.

Naviter Wealth first reported a position in PUK in Q2 2022 and has held it in 14 quarters since. The position peaked at $643K in Q2 2024. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Naviter Wealth held 18,389 shares of Prudential worth $530K as of Q1 2026.
  • Naviter Wealth bought 1,970 Prudential shares in Q1 2026, an estimated $60.7K.
  • Prudential made up 0.07% of Naviter Wealth's portfolio in Q1 2026, its #201 holding.
  • Naviter Wealth first reported a position in Prudential in Q2 2022 and has held it in 14 quarters since.
  • Naviter Wealth's Prudential position peaked at $643K in Q2 2024.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.