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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
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

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

True Wealth Design's PUK Position: Q2 2026 in Review

True Wealth Design reduced its Prudential (PUK) stake by 46% in Q2 2026, selling an estimated $9.26K and leaving 377 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

True Wealth Design first reported a position in PUK in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.7K in Q1 2026. 34 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • True Wealth Design held 377 shares of Prudential worth $10.1K as of Q2 2026.
  • True Wealth Design sold 317 Prudential shares in Q2 2026, an estimated $9.26K.
  • Prudential made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1050 holding.
  • True Wealth Design first reported a position in Prudential in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Prudential position peaked at $19.7K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.