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

Apollon 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
Q1 		$760K Sell
7,782
-871
-10% -$90.2K 0.01% 701
2025
Q4 		$977K Buy
8,653
+350
+4% +$37.5K 0.02% 581
2025
Q3 		$861K Sell
8,303
-581
-7% -$61.2K 0.02% 627
2025
Q2 		$955K Sell
8,884
-2,398
-21% -$248K 0.02% 565
2025
Q1 		$1.26M Sell
11,282
-1,386
-11% -$158K 0.03% 444
2024
Q4 		$1.5M Sell
12,668
-2,297
-15% -$284K 0.03% 403
2024
Q3 		$1.81M Sell
14,965
-968
-6% -$114K 0.05% 329
2024
Q2 		$1.87M Sell
15,933
-785
-5% -$90.6K 0.06% 312
2024
Q1 		$1.96M Sell
16,718
-1,920
-10% -$207K 0.06% 295
2023
Q4 		$1.93M Buy
18,638
+5,752
+45% +$552K 0.07% 265
2023
Q3 		$1.22M Sell
12,886
-2,051
-14% -$194K 0.06% 308
2023
Q2 		$1.32M Sell
14,937
-19
-0.1% -$1.59K 0.06% 313
2023
Q1 		$1.24M Buy
14,956
+1,408
+10% +$134K 0.08% 273
2022
Q4 		$1.35M Buy
13,548
+3,905
+40% +$395K 0.1% 223
2022
Q3 		$827K Sell
9,643
-1,235
-11% -$119K 0.07% 308
2022
Q2 		$1.04M Buy
10,878
+324
+3% +$34.3K 0.09% 248
2022
Q1 		$1.25M Buy
10,554
+2,863
+37% +$326K 0.09% 235
2021
Q4 		$832K Buy
7,691
+789
+11% +$85.7K 0.06% 333
2021
Q3 		$726K Buy
6,902
+141
+2% +$14.5K 0.1% 192
2021
Q2 		$693K Buy
6,761
+881
+15% +$90K 0.12% 169
2021
Q1 		$536K Buy
+5,880
New +$503K 0.1% 191
2020
Q3 		– Sell
-466
Closed -$28K – 555
2020
Q2 		$28K Buy
+466
New +$27.4K 0.02% 321

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Apollon Wealth Management's PRU Position: Q1 2026 in Review

Apollon Wealth Management reduced its Prudential Financial (PRU) stake by 10% in Q1 2026, selling an estimated $90.2K and leaving 7,782 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #701.

Apollon Wealth Management first reported a position in PRU in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.96M in Q1 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Apollon Wealth Management held 7,782 shares of Prudential Financial worth $760K as of Q1 2026.
  • Apollon Wealth Management sold 871 Prudential Financial shares in Q1 2026, an estimated $90.2K.
  • Prudential Financial made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #701 holding.
  • Apollon Wealth Management first reported a position in Prudential Financial in Q2 2020 and has held it in 22 quarters since.
  • Apollon Wealth Management's Prudential Financial position peaked at $1.96M in Q1 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.