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Alta Advisers’s Prudential Financial PRU Stock Holding History

Alta Advisers’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
Q2 		– Sell
-1,836
Closed -$205K – 251
2025
Q1 		$205K Buy
+1,836
New +$209K 0.09% 222
2024
Q4 		– Sell
-1,100
Closed -$133K – 345
2024
Q3 		$133K Hold
1,100
– – 0.06% 225
2024
Q2 		$129K Hold
1,100
– – 0.06% 200
2024
Q1 		$129K Hold
1,100
– – 0.06% 215
2023
Q4 		$114K Hold
1,100
– – 0.06% 228
2023
Q3 		$104K Hold
1,100
– – 0.06% 222
2023
Q2 		$97K Hold
1,100
– – 0.05% 253
2023
Q1 		$91K Hold
1,100
– – 0.05% 265
2022
Q4 		$109K Hold
1,100
– – 0.07% 202
2022
Q3 		$94K Buy
+1,100
New +$106K 0.06% 213

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alta Advisers's PRU Position: Q2 2025 in Review

Alta Advisers sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 1,836 shares — an estimated $205K sold.

Alta Advisers first reported a position in PRU in Q3 2022 and held it in 10 quarters. The position peaked at $205K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Alta Advisers reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Alta Advisers sold 1,836 Prudential Financial shares in Q2 2025, an estimated $205K.
  • Alta Advisers first reported a position in Prudential Financial in Q3 2022 and held it in 10 quarters.
  • Alta Advisers's Prudential Financial position peaked at $205K in Q1 2025.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Alta Advisers's 13F filing for Q2 2025, filed 25 Jul 2025.