CWC
PRU icon

Carolinas Wealth Consulting’s Prudential Financial PRU Stock Holding History

Carolinas Wealth Consulting’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
-130
Closed -$14.5K – 711
2025
Q1 		$14.5K Buy
130
+1
+0.8% +$114 ﹤0.01% 490
2024
Q4 		$15.2K Buy
129
+1
+0.8% +$123 ﹤0.01% 500
2024
Q3 		$15.4K Buy
128
+44
+52% +$5.2K ﹤0.01% 508
2024
Q2 		$9.8K Buy
84
+1
+1% +$115 ﹤0.01% 560
2024
Q1 		$9.74K Buy
83
+6
+8% +$647 ﹤0.01% 560
2023
Q4 		$8.02K Buy
77
+5
+7% +$480 ﹤0.01% 567
2023
Q3 		$6.55K Buy
72
+54
+300% +$5.11K ﹤0.01% 577
2023
Q2 		$1.59K Sell
18
-398
-96% -$33.3K ﹤0.01% 846
2023
Q1 		$34.4K Buy
416
+399
+2,347% +$38.1K 0.01% 415
2022
Q4 		$1.69K Buy
17
+12
+240% +$1.22K ﹤0.01% 826
2022
Q3 		$0 Sell
5
-34
-87% -$3.27K ﹤0.01% 929
2022
Q2 		$4K Hold
39
– – ﹤0.01% 690
2022
Q1 		$5K Hold
39
– – ﹤0.01% 703
2021
Q4 		$4K Buy
39
+34
+680% +$3.69K ﹤0.01% 742
2021
Q3 		$1K Sell
5
-1
-17% -$103 ﹤0.01% 900
2021
Q2 		$1K Sell
6
-451
-99% -$46.1K ﹤0.01% 908
2021
Q1 		$42K Buy
457
+6
+1% +$514 0.01% 390
2020
Q4 		$35K Buy
451
+399
+767% +$28.8K 0.01% 392
2020
Q3 		$3K Buy
52
+47
+940% +$3.09K ﹤0.01% 652
2020
Q2 		$0 Buy
+5
New +$294 ﹤0.01% 707

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

Carolinas Wealth Consulting's PRU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 130 shares — an estimated $14.5K sold.

Carolinas Wealth Consulting first reported a position in PRU in Q2 2020 and held it in 20 quarters. The position peaked at $42K in Q1 2021. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 130 Prudential Financial shares in Q2 2025, an estimated $14.5K.
  • Carolinas Wealth Consulting first reported a position in Prudential Financial in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Prudential Financial position peaked at $42K in Q1 2021.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.