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Atticus Wealth Management’s Prudential Financial PRU Stock Holding History

Atticus 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
2025
Q3 		– Sell
-14
Closed -$1.5K – 513
2025
Q2 		$1.5K Buy
+14
New +$1.45K ﹤0.01% 580
2020
Q4 		– Sell
-250
Closed -$16K – 341
2020
Q3 		$16K Hold
250
– – 0.01% 236
2020
Q2 		$15K Hold
250
– – 0.01% 226
2020
Q1 		$13K Hold
250
– – 0.01% 218
2019
Q4 		$23K Buy
+250
New +$23K 0.01% 213

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atticus Wealth Management's PRU Position: Q3 2025 in Review

Atticus Wealth Management sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 14 shares — an estimated $1.5K sold.

Atticus Wealth Management first reported a position in PRU in Q4 2019 and held it in 5 quarters. The position peaked at $23K in Q4 2019. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Atticus Wealth Management reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 14 Prudential Financial shares in Q3 2025, an estimated $1.5K.
  • Atticus Wealth Management first reported a position in Prudential Financial in Q4 2019 and held it in 5 quarters.
  • Atticus Wealth Management's Prudential Financial position peaked at $23K in Q4 2019.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.