PWA
PUK icon

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
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
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

Physician Wealth Advisors's PUK Position: Q1 2026 in Review

Physician Wealth Advisors held its Prudential (PUK) position steady in Q1 2026 at 153 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Physician Wealth Advisors first reported a position in PUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.76K in Q4 2025. 259 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • Physician Wealth Advisors held 153 shares of Prudential worth $4.35K as of Q1 2026.
  • Physician Wealth Advisors left its Prudential share count unchanged in Q1 2026.
  • Prudential made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1052 holding.
  • Physician Wealth Advisors first reported a position in Prudential in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Prudential position peaked at $4.76K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.