SWM
PUK icon

Spire Wealth Management’s Prudential PUK Stock Holding History

Spire 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 		$5.84K Hold
218
– – ﹤0.01% 1796
2026
Q1 		$6.2K Sell
218
-9
-4% -$277 ﹤0.01% 1780
2025
Q4 		$7.06K Sell
227
-102
-31% -$2.92K ﹤0.01% 1827
2025
Q3 		$9.21K Hold
329
– – ﹤0.01% 1779
2025
Q2 		$8.23K Hold
329
– – ﹤0.01% 1784
2025
Q1 		$7.07K Sell
329
-16
-5% -$286 ﹤0.01% 1957
2024
Q4 		$5.5K Buy
345
+16
+5% +$268 ﹤0.01% 2017
2024
Q3 		$6.1K Buy
+329
New +$5.74K ﹤0.01% 1773
2024
Q2 		– Sell
-407
Closed -$7.84K – 2358
2024
Q1 		$7.84K Buy
+407
New +$8.4K ﹤0.01% 1785
2023
Q4 		– Sell
-63
Closed -$1.38K – 2449
2023
Q3 		$1.38K Hold
63
– – ﹤0.01% 2201
2023
Q2 		$1.78K Sell
63
-39
-38% -$1.12K ﹤0.01% 2220
2023
Q1 		$2.79K Buy
102
+39
+62% +$1.17K ﹤0.01% 2181
2022
Q4 		$2K Buy
+63
New +$1.44K ﹤0.01% 2093
2022
Q3 		– Sell
-88
Closed -$2K – 2510
2022
Q2 		$2K Sell
88
-88
-50% -$2.26K ﹤0.01% 2393
2022
Q1 		$5K Sell
176
-735
-81% -$23.5K ﹤0.01% 2244
2021
Q4 		$31K Sell
911
-217
-19% -$8.23K ﹤0.01% 1940
2021
Q3 		$44K Sell
1,128
-225
-17% -$8.7K ﹤0.01% 1529
2021
Q2 		$50K Sell
1,353
-68
-5% -$2.78K ﹤0.01% 1488
2021
Q1 		$59K Buy
+1,421
New +$54.1K ﹤0.01% 1643

Other funds holding PUK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Spire Wealth Management held its Prudential (PUK) position steady in Q2 2026 at 218 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Spire Wealth Management first reported a position in PUK in Q1 2021 and has held it in 19 quarters since. The position peaked at $59K in Q1 2021. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Spire Wealth Management held 218 shares of Prudential worth $5.84K as of Q2 2026.
  • Spire Wealth Management left its Prudential share count unchanged in Q2 2026.
  • Prudential made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1796 holding.
  • Spire Wealth Management first reported a position in Prudential in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's Prudential position peaked at $59K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.