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Atlas Private Wealth Advisors’s Prudential Financial PRU Stock Holding History

Atlas Private Wealth 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
Q2 		– Sell
-1,851
Closed -$207K – 201
2025
Q1 		$207K Buy
1,851
+76
+4% +$8.66K 0.03% 178
2024
Q4 		$210K Buy
1,775
+3
+0.2% +$370 0.03% 161
2024
Q3 		$215K Sell
1,772
-226
-11% -$26.7K 0.03% 148
2024
Q2 		$234K Buy
+1,998
New +$231K 0.04% 139
2024
Q1 		– Sell
-1,986
Closed -$206K – 154
2023
Q4 		$206K Buy
+1,986
New +$190K 0.04% 155
2021
Q4 		– Sell
-261
Closed -$27K – 564
2021
Q3 		$27K Sell
261
-72
-22% -$7.42K 0.01% 305
2021
Q2 		$34K Buy
333
+26
+8% +$2.66K 0.02% 280
2021
Q1 		$28K Buy
307
+1
+0.3% +$86 0.02% 314
2020
Q4 		$24K Buy
306
+1
+0.3% +$72 0.02% 307
2020
Q3 		$19K Buy
305
+178
+140% +$11.7K 0.02% 317
2020
Q2 		$8K Buy
+127
New +$7.46K 0.01% 446

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

Atlas Private Wealth Advisors's PRU Position: Q2 2025 in Review

Atlas Private Wealth Advisors sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 1,851 shares — an estimated $207K sold.

Atlas Private Wealth Advisors first reported a position in PRU in Q2 2020 and held it in 11 quarters. The position peaked at $234K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Atlas Private Wealth Advisors reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,851 Prudential Financial shares in Q2 2025, an estimated $207K.
  • Atlas Private Wealth Advisors first reported a position in Prudential Financial in Q2 2020 and held it in 11 quarters.
  • Atlas Private Wealth Advisors's Prudential Financial position peaked at $234K in Q2 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.