AWE
PRU icon

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
Q3 		$691K Buy
6,083
+201
+3% +$24K 0.02% 409
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Avidian Wealth Enterprises's PRU Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Prudential Financial (PRU) stake by 3.4% in Q3 2026, buying an estimated $24K and bringing the position to 6,083 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #409.

Avidian Wealth Enterprises first reported a position in PRU in Q4 2020 and has held it in 24 quarters since. The position peaked at $891K in Q3 2024. 64 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Avidian Wealth Enterprises held 6,083 shares of Prudential Financial worth $691K as of Q3 2026.
  • Avidian Wealth Enterprises bought 201 Prudential Financial shares in Q3 2026, an estimated $24K.
  • Prudential Financial made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #409 holding.
  • Avidian Wealth Enterprises first reported a position in Prudential Financial in Q4 2020 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's Prudential Financial position peaked at $891K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.