Shelton Capital Management’s Prudential PUK Stock Holding History

Shelton Capital 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	$420K	Buy	15,657 +458	+3%	+$13.4K	0.01%	415
2026 Q1	$432K	Sell	15,199 -1,178	-7%	-$36.3K	0.01%	396
2025 Q4	$510K	Sell	16,377 -10,719	-40%	-$307K	0.01%	341
2025 Q3	$758K	Sell	27,096 -29	-0.1%	-$759	0.02%	282
2025 Q2	$679K	Sell	27,125 -570	-2%	-$12.7K	0.02%	295
2025 Q1	$595K	Buy	27,695 +6,772	+32%	+$121K	0.01%	305
2024 Q4	$334K	Sell	20,923 -8,835	-30%	-$148K	0.01%	461
2024 Q3	$552K	Buy	29,758 +132	+0.4%	+$2.3K	0.01%	329
2024 Q2	$543K	Sell	29,626 -1,604	-5%	-$30.2K	0.01%	328
2024 Q1	$602K	Buy	+31,230	New	+$645K	0.02%	326

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

Shelton Capital Management's PUK Position: Q2 2026 in Review

Shelton Capital Management increased its Prudential (PUK) stake by 3% in Q2 2026, buying an estimated $13.4K and bringing the position to 15,657 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #415.

Shelton Capital Management first reported a position in PUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $758K in Q3 2025. 280 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Shelton Capital Management held 15,657 shares of Prudential worth $420K as of Q2 2026.
Shelton Capital Management bought 458 Prudential shares in Q2 2026, an estimated $13.4K.
Prudential made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #415 holding.
Shelton Capital Management first reported a position in Prudential in Q1 2024 and has held it in 10 quarters since.
Shelton Capital Management's Prudential position peaked at $758K in Q3 2025.
280 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.