Physician Wealth Advisors’s Prudential PUK Stock Holding History

Physician Wealth Advisors’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	$3.89K	Sell	145 -8	-5%	-$234	﹤0.01%	1207
2026 Q1	$4.35K	Hold	153	–	–	﹤0.01%	1052
2025 Q4	$4.76K	Buy	153 +22	+17%	+$631	﹤0.01%	986
2025 Q3	$3.67K	Hold	131	–	–	﹤0.01%	1014
2025 Q2	$3.28K	Buy	131 +36	+38%	+$805	﹤0.01%	899
2025 Q1	$2.04K	Hold	95	–	–	﹤0.01%	863
2024 Q4	$1.51K	Buy	+95	New	+$1.59K	﹤0.01%	876

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

Physician Wealth Advisors's PUK Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Prudential (PUK) stake by 5.2% in Q2 2026, selling an estimated $234 and leaving 145 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Physician Wealth Advisors first reported a position in PUK in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.76K in Q4 2025. 282 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Physician Wealth Advisors held 145 shares of Prudential worth $3.89K as of Q2 2026.
Physician Wealth Advisors sold 8 Prudential shares in Q2 2026, an estimated $234.
Prudential made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1207 holding.
Physician Wealth Advisors first reported a position in Prudential in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Prudential position peaked at $4.76K in Q4 2025.
282 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.