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Altman Advisors’s Prudential Financial PRU Stock Holding History

Altman Advisors’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
Q1 		– Sell
-16,087
Closed -$1.91M – 100
2024
Q4 		$1.91M Buy
16,087
+94
+0.6% +$11.6K 0.81% 48
2024
Q3 		$1.94M Buy
15,993
+128
+0.8% +$15.1K 0.86% 43
2024
Q2 		$1.86M Buy
15,865
+26
+0.2% +$3K 1.06% 36
2024
Q1 		$1.84M Buy
15,839
+533
+3% +$57.4K 0.9% 43
2023
Q4 		$1.59M Buy
15,306
+217
+1% +$20.8K 0.83% 47
2023
Q3 		$1.43M Buy
+15,089
New +$1.43M 0.89% 42
2018
Q3 		– Sell
-1,932
Closed -$215 – 87
2018
Q2 		$215 Buy
+1,932
New +$195K 0.2% 64

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Altman Advisors's PRU Position: Q1 2025 in Review

Altman Advisors sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 16,087 shares — an estimated $1.91M sold.

Altman Advisors first reported a position in PRU in Q2 2018 and held it in 7 quarters. The position peaked at $1.94M in Q3 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Altman Advisors reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • Altman Advisors sold 16,087 Prudential Financial shares in Q1 2025, an estimated $1.91M.
  • Altman Advisors first reported a position in Prudential Financial in Q2 2018 and held it in 7 quarters.
  • Altman Advisors's Prudential Financial position peaked at $1.94M in Q3 2024.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Altman Advisors's 13F filing for Q1 2025, filed 2 May 2025.