NewEdge Wealth’s Prudential PUK Stock Holding History

NewEdge 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	$810K	Buy	30,202 +5,047	+20%	+$147K	0.01%	714
2026 Q1	$715K	Sell	25,155 -3,369	-12%	-$104K	0.01%	712
2025 Q4	$888K	Buy	28,524 +3,515	+14%	+$101K	0.01%	663
2025 Q3	$713K	Buy	25,009 +2,606	+12%	+$68.2K	0.01%	649
2025 Q2	$582K	Sell	22,403 -5,295	-19%	-$118K	0.01%	665
2025 Q1	$596K	Buy	27,698 +2,313	+9%	+$41.4K	0.01%	600
2024 Q4	$405K	Buy	25,385 +12,731	+101%	+$213K	0.01%	685
2024 Q3	$235K	Buy	+12,654	New	+$221K	﹤0.01%	795

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NewEdge Wealth's PUK Position: Q2 2026 in Review

NewEdge Wealth increased its Prudential (PUK) stake by 20% in Q2 2026, buying an estimated $147K and bringing the position to 30,202 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #714.

NewEdge Wealth first reported a position in PUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $888K in Q4 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

NewEdge Wealth held 30,202 shares of Prudential worth $810K as of Q2 2026.
NewEdge Wealth bought 5,047 Prudential shares in Q2 2026, an estimated $147K.
Prudential made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #714 holding.
NewEdge Wealth first reported a position in Prudential in Q3 2024 and has held it in 8 quarters since.
NewEdge Wealth's Prudential position peaked at $888K in Q4 2025.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.