Wealth Enhancement Advisory Services’s Prudential PUK Stock Holding History

Wealth Enhancement Advisory Services’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	$760K	Buy	27,017 +282	+1%	+$8.23K	﹤0.01%	2302
2026 Q1	$776K	Sell	26,735 -11,269	-30%	-$347K	﹤0.01%	1977
2025 Q4	$1.23M	Buy	38,004 +1,093	+3%	+$31.3K	﹤0.01%	1809
2025 Q3	$1.03M	Sell	36,911 -2,469	-6%	-$64.7K	﹤0.01%	1846
2025 Q2	$980K	Sell	39,380 -19,768	-33%	-$442K	﹤0.01%	1770
2025 Q1	$1.27M	Sell	59,148 -20,294	-26%	-$363K	﹤0.01%	1486
2024 Q4	$1.27M	Buy	79,442 +19,889	+33%	+$333K	﹤0.01%	1421
2024 Q3	$1.1M	Sell	59,553 -196	-0.3%	-$3.42K	﹤0.01%	1340
2024 Q2	$1.09M	Buy	59,749 +8,307	+16%	+$157K	﹤0.01%	1237
2024 Q1	$991K	Buy	51,442 +5,640	+12%	+$116K	﹤0.01%	1240
2023 Q4	$1.03M	Buy	45,802 +4,990	+12%	+$109K	﹤0.01%	1164
2023 Q3	$895K	Buy	+40,812	New	+$1.03M	﹤0.01%	1147

Other funds holding PUK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's PUK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Prudential (PUK) stake by 1.1% in Q2 2026, buying an estimated $8.23K and bringing the position to 27,017 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Wealth Enhancement Advisory Services first reported a position in PUK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.27M in Q1 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

Wealth Enhancement Advisory Services held 27,017 shares of Prudential worth $760K as of Q2 2026.
Wealth Enhancement Advisory Services bought 282 Prudential shares in Q2 2026, an estimated $8.23K.
Prudential made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2302 holding.
Wealth Enhancement Advisory Services first reported a position in Prudential in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Prudential position peaked at $1.27M in Q1 2025.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.