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Vise Technologies’s Prudential PUK Stock Holding History

Vise Technologies’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 		$562K Sell
20,951
-1,794
-8% -$52.4K 0.01% 1088
2026
Q1 		$708K Hold
22,745
– – 0.01% 710
2025
Q4 		$708K Buy
22,745
+6,276
+38% +$180K 0.01% 715
2025
Q3 		$461K Buy
16,469
+1,877
+13% +$49.2K 0.02% 698
2025
Q2 		$365K Buy
+14,592
New +$326K 0.02% 759

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vise Technologies's PUK Position: Q2 2026 in Review

Vise Technologies reduced its Prudential (PUK) stake by 7.9% in Q2 2026, selling an estimated $52.4K and leaving 20,951 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #1088.

Vise Technologies first reported a position in PUK in Q2 2025 and has held it in 5 quarters since. The position peaked at $708K in Q1 2026. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Vise Technologies held 20,951 shares of Prudential worth $562K as of Q2 2026.
  • Vise Technologies sold 1,794 Prudential shares in Q2 2026, an estimated $52.4K.
  • Prudential made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1088 holding.
  • Vise Technologies first reported a position in Prudential in Q2 2025 and has held it in 5 quarters since.
  • Vise Technologies's Prudential position peaked at $708K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.