AWM
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Ameliora Wealth Management’s Prudential Financial PRU Stock Holding History

Ameliora Wealth Management’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
2026
Q2 		$4.32K Hold
40
– – ﹤0.01% 222
2026
Q1 		$3.91K Hold
40
– – ﹤0.01% 225
2025
Q4 		$4.51K Hold
40
– – ﹤0.01% 220
2025
Q3 		$4.15K Hold
40
– – ﹤0.01% 216
2025
Q2 		$4.3K Hold
40
– – ﹤0.01% 204
2025
Q1 		$4.47K Hold
40
– – ﹤0.01% 227
2024
Q4 		$4.74K Hold
40
– – ﹤0.01% 226
2024
Q3 		$4.84K Sell
40
-800
-95% -$94.6K ﹤0.01% 150
2024
Q2 		$98.4K Hold
840
– – 0.04% 105
2024
Q1 		$98.6K Hold
840
– – 0.04% 111
2023
Q4 		$87.1K Hold
840
– – 0.04% 98
2023
Q3 		$79.7K Hold
840
– – 0.05% 106
2023
Q2 		$74.1K Hold
840
– – 0.05% 111
2023
Q1 		$69.5K Hold
840
– – 0.04% 119
2022
Q4 		$83.5K Hold
840
– – 0.04% 117
2022
Q3 		$75K Buy
+840
New +$80.9K 0.04% 116

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ameliora Wealth Management's PRU Position: Q2 2026 in Review

Ameliora Wealth Management held its Prudential Financial (PRU) position steady in Q2 2026 at 40 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Ameliora Wealth Management first reported a position in PRU in Q3 2022 and has held it in 16 quarters since. The position peaked at $98.6K in Q1 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Ameliora Wealth Management held 40 shares of Prudential Financial worth $4.32K as of Q2 2026.
  • Ameliora Wealth Management left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up ﹤0.01% of Ameliora Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Ameliora Wealth Management first reported a position in Prudential Financial in Q3 2022 and has held it in 16 quarters since.
  • Ameliora Wealth Management's Prudential Financial position peaked at $98.6K in Q1 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.