AWE
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Avidian Wealth Enterprises’s Prudential Financial PRU Stock Holding History

Avidian Wealth Enterprises’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 		$635K Buy
5,882
+91
+2% +$9.25K 0.02% 423
2026
Q1 		$566K Sell
5,791
-284
-5% -$29.4K 0.02% 408
2025
Q4 		$686K Sell
6,075
-148
-2% -$15.9K 0.03% 298
2025
Q3 		$646K Buy
6,223
+143
+2% +$15.1K 0.02% 308
2025
Q2 		$653K Buy
6,080
+262
+5% +$27.1K 0.03% 276
2025
Q1 		$650K Buy
5,818
+54
+0.9% +$6.15K 0.03% 263
2024
Q4 		$683K Sell
5,764
-1,593
-22% -$197K 0.03% 241
2024
Q3 		$891K Buy
7,357
+89
+1% +$10.5K 0.04% 206
2024
Q2 		$852K Buy
7,268
+268
+4% +$30.9K 0.04% 203
2024
Q1 		$822K Buy
7,000
+147
+2% +$15.8K 0.04% 191
2023
Q4 		$711K Buy
6,853
+132
+2% +$12.7K 0.04% 205
2023
Q3 		$638K Buy
6,721
+430
+7% +$40.7K 0.04% 215
2023
Q2 		$555K Sell
6,291
-3,597
-36% -$301K 0.04% 249
2023
Q1 		$818K Buy
9,888
+1,166
+13% +$111K 0.04% 229
2022
Q4 		$868K Buy
8,722
+179
+2% +$18.1K 0.06% 195
2022
Q3 		$733K Sell
8,543
-175
-2% -$16.8K 0.05% 183
2022
Q2 		$834K Buy
8,718
+1,762
+25% +$186K 0.06% 185
2022
Q1 		$822K Buy
6,956
+645
+10% +$73.3K 0.05% 223
2021
Q4 		$683K Buy
6,311
+771
+14% +$83.7K 0.04% 247
2021
Q3 		$583K Buy
5,540
+449
+9% +$46.3K 0.04% 194
2021
Q2 		$522K Buy
5,091
+1,005
+25% +$103K 0.04% 213
2021
Q1 		$372K Buy
4,086
+614
+18% +$52.6K 0.03% 249
2020
Q4 		$271K Buy
+3,472
New +$251K 0.03% 266

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

Avidian Wealth Enterprises's PRU Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Prudential Financial (PRU) stake by 1.6% in Q2 2026, buying an estimated $9.25K and bringing the position to 5,882 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #423.

Avidian Wealth Enterprises first reported a position in PRU in Q4 2020 and has held it in 23 quarters since. The position peaked at $891K in Q3 2024. 1,408 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Avidian Wealth Enterprises held 5,882 shares of Prudential Financial worth $635K as of Q2 2026.
  • Avidian Wealth Enterprises bought 91 Prudential Financial shares in Q2 2026, an estimated $9.25K.
  • Prudential Financial made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #423 holding.
  • Avidian Wealth Enterprises first reported a position in Prudential Financial in Q4 2020 and has held it in 23 quarters since.
  • Avidian Wealth Enterprises's Prudential Financial position peaked at $891K in Q3 2024.
  • 1,408 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

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