Ritholtz Wealth Management’s Prudential PUK Stock Holding History

Ritholtz Wealth Management’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	$893K	Sell	33,314 -8,698	-21%	-$254K	0.01%	657
2026 Q1	$1.19M	Buy	42,012 +7,669	+22%	+$236K	0.02%	507
2025 Q4	$1.07M	Buy	34,343 +14,344	+72%	+$411K	0.02%	503
2025 Q3	$560K	Buy	19,999 +10,956	+121%	+$287K	0.01%	652
2025 Q2	$226K	Buy	+9,043	New	+$202K	0.01%	885
2024 Q3	–	Sell	-10,349	Closed	-$190K	–	906
2024 Q2	$190K	Buy	+10,349	New	+$195K	0.01%	773
2021 Q2	–	Sell	-5,665	Closed	-$235K	–	561
2021 Q1	$235K	Buy	+5,665	New	+$216K	0.02%	370

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

Ritholtz Wealth Management's PUK Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Prudential (PUK) stake by 21% in Q2 2026, selling an estimated $254K and leaving 33,314 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #657.

Ritholtz Wealth Management first reported a position in PUK in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.19M in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Ritholtz Wealth Management held 33,314 shares of Prudential worth $893K as of Q2 2026.
Ritholtz Wealth Management sold 8,698 Prudential shares in Q2 2026, an estimated $254K.
Prudential made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #657 holding.
Ritholtz Wealth Management first reported a position in Prudential in Q1 2021 and has held it in 7 quarters since.
Ritholtz Wealth Management's Prudential position peaked at $1.19M in Q1 2026.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

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