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SHP Wealth Management’s Prudential PUK Stock Holding History

SHP 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
Q1 		$3.43K Buy
121
+46
+61% +$1.42K ﹤0.01% 1154
2025
Q4 		$2.32K Buy
+75
New +$2.15K ﹤0.01% 1105

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 $6.73T AUM 46.02% 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

SHP Wealth Management's PUK Position: Q1 2026 in Review

SHP Wealth Management increased its Prudential (PUK) stake by 61% in Q1 2026, buying an estimated $1.42K and bringing the position to 121 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

SHP Wealth Management first reported a position in PUK in Q4 2025 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold PUK as of Q1 2026.

  • SHP Wealth Management held 121 shares of Prudential worth $3.43K as of Q1 2026.
  • SHP Wealth Management bought 46 Prudential shares in Q1 2026, an estimated $1.42K.
  • Prudential made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1154 holding.
  • SHP Wealth Management first reported a position in Prudential in Q4 2025 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held Prudential as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.