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Whipplewood Advisors’s Prudential PUK Stock Holding History

Whipplewood Advisors’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 		$3.81K Sell
142
-281
-66% -$8.21K ﹤0.01% 350
2026
Q1 		$12K Buy
423
+409
+2,921% +$12.6K 0.01% 460
2025
Q4 		$436 Buy
+14
New +$401 ﹤0.01% 468
2025
Q3 		– Sell
-1,469
Closed -$36.8K – 952
2025
Q2 		$36.8K Buy
1,469
+377
+35% +$8.43K 0.02% 366
2025
Q1 		$42K Sell
1,092
-804
-42% -$14.4K 0.02% 329
2024
Q4 		$30.2K Buy
+1,896
New +$31.8K 0.02% 387

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

Whipplewood Advisors's PUK Position: Q2 2026 in Review

Whipplewood Advisors reduced its Prudential (PUK) stake by 66% in Q2 2026, selling an estimated $8.21K and leaving 142 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Whipplewood Advisors first reported a position in PUK in Q4 2024 and has held it in 6 quarters since. The position peaked at $42K in Q1 2025. 278 funds tracked by Wall St. Rank hold PUK as of Q2 2026.

  • Whipplewood Advisors held 142 shares of Prudential worth $3.81K as of Q2 2026.
  • Whipplewood Advisors sold 281 Prudential shares in Q2 2026, an estimated $8.21K.
  • Prudential made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #350 holding.
  • Whipplewood Advisors first reported a position in Prudential in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Prudential position peaked at $42K in Q1 2025.
  • 278 funds tracked by Wall St. Rank held Prudential as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.