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
Q2 		$641K Buy
23,927
+5,538
+30% +$162K 0.06% 203
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 $1.89T 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

Naviter Wealth's PUK Position: Q2 2026 in Review

Naviter Wealth increased its Prudential (PUK) stake by 30% in Q2 2026, buying an estimated $162K and bringing the position to 23,927 shares worth $641K. The position accounts for 0.06% of the portfolio, ranked #203.

Naviter Wealth first reported a position in PUK in Q2 2022 and has held it in 15 quarters since. The position peaked at $643K in Q2 2024. 281 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Naviter Wealth held 23,927 shares of Prudential worth $641K as of Q2 2026.
  • Naviter Wealth bought 5,538 Prudential shares in Q2 2026, an estimated $162K.
  • Prudential made up 0.06% of Naviter Wealth's portfolio in Q2 2026, its #203 holding.
  • Naviter Wealth first reported a position in Prudential in Q2 2022 and has held it in 15 quarters since.
  • Naviter Wealth's Prudential position peaked at $643K in Q2 2024.
  • 281 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.