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Wealthspire Advisors (New York)’s Prudential PUK Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-505
Closed -$14.1K – 2421
2025
Q3 		$14.1K Buy
+505
New +$13.2K ﹤0.01% 1857
2019
Q1 		– Sell
-557
Closed -$19K – 616
2018
Q4 		$19K Buy
+557
New +$21.3K ﹤0.01% 355

Other funds holding PUK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Wealthspire Advisors (New York)'s PUK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Prudential (PUK) in Q4 2025, closing a stake of 505 shares — an estimated $14.1K sold.

Wealthspire Advisors (New York) first reported a position in PUK in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q4 2018. 252 funds tracked by Wall St. Rank hold PUK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Prudential position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 505 Prudential shares in Q4 2025, an estimated $14.1K.
  • Wealthspire Advisors (New York) first reported a position in Prudential in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Prudential position peaked at $19K in Q4 2018.
  • 252 funds tracked by Wall St. Rank held Prudential as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.