Bartlett & Co Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.21M | Sell |
11,224
-28
| -0.2% | -$2.85K | 0.02% | 257 |
|
|
2026
Q1 | $1.1M | Buy |
11,252
+49
| +0.4% | +$5.08K | 0.01% | 260 |
|
|
2025
Q4 | $1.26M | Sell |
11,203
-697
| -6% | -$74.7K | 0.02% | 247 |
|
|
2025
Q3 | $1.23M | Buy |
11,900
+75
| +0.6% | +$7.9K | 0.02% | 242 |
|
|
2025
Q2 | $1.27M | Sell |
11,825
-477
| -4% | -$49.4K | 0.02% | 237 |
|
|
2025
Q1 | $1.37M | Buy |
12,302
+199
| +2% | +$22.7K | 0.02% | 227 |
|
|
2024
Q4 | $1.43M | Hold |
12,103
| – | – | 0.02% | 221 |
|
|
2024
Q3 | $1.47M | Sell |
12,103
-120
| -1% | -$14.2K | 0.02% | 220 |
|
|
2024
Q2 | $1.43M | Hold |
12,223
| – | – | 0.02% | 222 |
|
|
2024
Q1 | $1.43M | Sell |
12,223
-2,806
| -19% | -$302K | 0.02% | 228 |
|
|
2023
Q4 | $1.57M | Buy |
15,029
+150
| +1% | +$14.4K | 0.03% | 227 |
|
|
2023
Q3 | $1.41M | Sell |
14,879
-2,250
| -13% | -$213K | 0.03% | 226 |
|
|
2023
Q2 | $1.51M | Buy |
17,129
+16,280
| +1,918% | +$1.36M | 0.03% | 228 |
|
|
2023
Q1 | $70.2K | Hold |
849
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $84.4K | Sell |
849
-50
| -6% | -$5.06K | ﹤0.01% | 496 |
|
|
2022
Q3 | $77.1K | Hold |
899
| – | – | ﹤0.01% | 496 |
|
|
2022
Q2 | $86K | Sell |
899
-29
| -3% | -$3.07K | ﹤0.01% | 486 |
|
|
2022
Q1 | $110K | Buy |
+928
| New | +$106K | ﹤0.01% | 474 |
|
|
2021
Q4 | – | Sell |
-928
| Closed | -$97.6K | – | 758 |
|
|
2021
Q3 | $97.6K | Sell |
928
-32
| -3% | -$3.3K | ﹤0.01% | 414 |
|
|
2021
Q2 | $98.4K | Hold |
960
| – | – | ﹤0.01% | 412 |
|
|
2021
Q1 | $87.5K | Hold |
960
| – | – | ﹤0.01% | 442 |
|
|
2020
Q4 | $74.9K | Buy |
960
+713
| +289% | +$51.5K | ﹤0.01% | 467 |
|
|
2020
Q3 | $15.7K | Sell |
247
-76
| -24% | -$5K | ﹤0.01% | 641 |
|
|
2020
Q2 | $19.7K | Hold |
323
| – | – | ﹤0.01% | 609 |
|
|
2020
Q1 | $16.8K | Buy |
323
+71
| +28% | +$5.64K | ﹤0.01% | 602 |
|
|
2019
Q4 | $23.6K | Hold |
252
| – | – | ﹤0.01% | 637 |
|
|
2019
Q3 | $22.7K | Sell |
252
-11
| -4% | -$997 | ﹤0.01% | 641 |
|
|
2019
Q2 | $26.6K | Buy |
263
+163
| +163% | +$16.2K | ﹤0.01% | 504 |
|
|
2019
Q1 | $9.19K | Hold |
100
| – | – | ﹤0.01% | 584 |
|
|
2018
Q4 | $8.15K | Hold |
100
| – | – | ﹤0.01% | 593 |
|
|
2018
Q3 | $10.1K | Sell |
100
-76
| -43% | -$7.49K | ﹤0.01% | 600 |
|
|
2018
Q2 | $16.5K | Buy |
176
+76
| +76% | +$7.68K | ﹤0.01% | 552 |
|
|
2018
Q1 | $10.4K | Buy |
+100
| New | +$11.3K | ﹤0.01% | 605 |
|
Other funds holding PRU
Bartlett & Co Wealth Management's PRU Position: Q2 2026 in Review
Bartlett & Co Wealth Management reduced its Prudential Financial (PRU) stake by 0.25% in Q2 2026, selling an estimated $2.85K and leaving 11,224 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #257.
Bartlett & Co Wealth Management first reported a position in PRU in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.57M in Q4 2023. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Bartlett & Co Wealth Management held 11,224 shares of Prudential Financial worth $1.21M as of Q2 2026.
- Bartlett & Co Wealth Management sold 28 Prudential Financial shares in Q2 2026, an estimated $2.85K.
- Prudential Financial made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #257 holding.
- Bartlett & Co Wealth Management first reported a position in Prudential Financial in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Prudential Financial position peaked at $1.57M in Q4 2023.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.