WealthCollab’s Prudential PUK Stock Holding History

WealthCollab’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	$5.01K	Hold	187	–	–	﹤0.01%	723
2026 Q1	$5.32K	Hold	187	–	–	﹤0.01%	671
2025 Q4	$5.82K	Hold	187	–	–	﹤0.01%	688
2025 Q3	$5.24K	Hold	187	–	–	﹤0.01%	666
2025 Q2	$4.68K	Hold	187	–	–	﹤0.01%	650
2025 Q1	$4.02K	Hold	187	–	–	﹤0.01%	660
2024 Q4	$2.98K	Sell	187 -90	-32%	-$1.51K	﹤0.01%	685
2024 Q3	$5.14K	Sell	277 -78	-22%	-$1.36K	﹤0.01%	604
2024 Q2	$6.5K	Hold	355	–	–	﹤0.01%	523
2024 Q1	$6.84K	Buy	+355	New	+$7.33K	0.01%	517

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

WealthCollab's PUK Position: Q2 2026 in Review

WealthCollab held its Prudential (PUK) position steady in Q2 2026 at 187 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

WealthCollab first reported a position in PUK in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.84K in Q1 2024. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

WealthCollab held 187 shares of Prudential worth $5.01K as of Q2 2026.
WealthCollab left its Prudential share count unchanged in Q2 2026.
Prudential made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #723 holding.
WealthCollab first reported a position in Prudential in Q1 2024 and has held it in 10 quarters since.
WealthCollab's Prudential position peaked at $6.84K in Q1 2024.
278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.