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Adell Harriman & Carpenter’s Prudential Financial PRU Stock Holding History

Adell Harriman & Carpenter’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,053
Closed -$221K – 178
2025
Q2 		$221K Buy
+2,053
New +$213K 0.01% 165
2015
Q1 		– Sell
-2,312
Closed -$209K – 134
2014
Q4 		$209K Buy
+2,312
New +$199K 0.06% 125

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Adell Harriman & Carpenter's PRU Position: Q3 2025 in Review

Adell Harriman & Carpenter sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 2,053 shares — an estimated $221K sold.

Adell Harriman & Carpenter first reported a position in PRU in Q4 2014 and held it in 2 quarters. The position peaked at $221K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Adell Harriman & Carpenter reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • Adell Harriman & Carpenter sold 2,053 Prudential Financial shares in Q3 2025, an estimated $221K.
  • Adell Harriman & Carpenter first reported a position in Prudential Financial in Q4 2014 and held it in 2 quarters.
  • Adell Harriman & Carpenter's Prudential Financial position peaked at $221K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Adell Harriman & Carpenter's 13F filing for Q3 2025, filed 4 Nov 2025.