True Wealth Design
PUK icon

True Wealth Design’s Prudential PUK Stock Holding History

True Wealth Design’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
Q3 		$12.8K Buy
519
+142
+38% +$3.94K ﹤0.01% 979
2026
Q2 		$10.1K Sell
377
-317
-46% -$9.26K ﹤0.01% 1050
2026
Q1 		$19.7K Buy
694
+356
+105% +$11K 0.01% 726
2025
Q4 		$10.5K Buy
338
+61
+22% +$1.75K ﹤0.01% 848
2025
Q3 		$7.75K Buy
+277
New +$7.25K ﹤0.01% 928

Other funds holding PUK

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

True Wealth Design's PUK Position: Q3 2026 in Review

True Wealth Design increased its Prudential (PUK) stake by 38% in Q3 2026, buying an estimated $3.94K and bringing the position to 519 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

True Wealth Design first reported a position in PUK in Q3 2025 and has held it in 5 quarters since. The position peaked at $19.7K in Q1 2026. 60 funds tracked by Wall St. Rank hold PUK as of Q3 2026.

  • True Wealth Design held 519 shares of Prudential worth $12.8K as of Q3 2026.
  • True Wealth Design bought 142 Prudential shares in Q3 2026, an estimated $3.94K.
  • Prudential made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #979 holding.
  • True Wealth Design first reported a position in Prudential in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's Prudential position peaked at $19.7K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Prudential as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.