Carson Wealth (CWM LLC)
PRU icon

Carson Wealth (CWM LLC)’s Prudential Financial PRU Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$3.65M Sell
37,400
-1,753
-4% -$182K 0.01% 940
2025
Q4 		$4.42M Buy
39,153
+68
+0.2% +$7.29K 0.01% 837
2025
Q3 		$4.05M Buy
39,085
+14,120
+57% +$1.49M 0.01% 801
2025
Q2 		$2.68M Buy
24,965
+8,989
+56% +$931K 0.01% 839
2025
Q1 		$1.78M Buy
15,976
+1,290
+9% +$147K 0.01% 864
2024
Q4 		$1.74M Buy
14,686
+673
+5% +$83.1K 0.01% 836
2024
Q3 		$1.7M Buy
14,013
+977
+7% +$115K 0.01% 774
2024
Q2 		$1.53M Buy
13,036
+1,527
+13% +$176K 0.01% 718
2024
Q1 		$1.35M Buy
11,509
+532
+5% +$57.3K 0.01% 739
2023
Q4 		$1.14M Buy
10,977
+480
+5% +$46K 0.01% 751
2023
Q3 		$996K Buy
10,497
+703
+7% +$66.5K 0.01% 753
2023
Q2 		$864K Buy
9,794
+525
+6% +$43.9K 0.01% 768
2023
Q1 		$767K Buy
9,269
+118
+1% +$11.3K 0.01% 742
2022
Q4 		$910K Sell
9,151
-92
-1% -$9.32K 0.01% 646
2022
Q3 		$793K Buy
9,243
+1,266
+16% +$122K 0.01% 615
2022
Q2 		$763K Sell
7,977
-144
-2% -$15.2K 0.01% 626
2022
Q1 		$960K Sell
8,121
-1,953
-19% -$222K 0.01% 572
2021
Q4 		$1.09M Buy
+10,074
New +$1.09M 0.01% 560
2021
Q2 		$343K Hold
3,350
– – ﹤0.01% 754
2021
Q1 		$343K Hold
3,350
– – ﹤0.01% 754
2020
Q4 		$343K Hold
3,350
– – ﹤0.01% 754
2020
Q3 		$343K Hold
3,350
– – ﹤0.01% 754
2020
Q2 		$343K Hold
3,350
– – ﹤0.01% 754
2020
Q1 		$343K Hold
3,350
– – ﹤0.01% 754
2019
Q4 		$343K Hold
3,350
– – ﹤0.01% 754
2019
Q3 		$343K Hold
3,350
– – ﹤0.01% 754
2019
Q2 		$343K Hold
3,350
– – ﹤0.01% 754
2019
Q1 		$343K Buy
3,350
+2,104
+169% +$194K ﹤0.01% 754
2018
Q4 		$102K Buy
1,246
+228
+22% +$21K ﹤0.01% 725
2018
Q3 		$103K Buy
1,018
+257
+34% +$25.3K ﹤0.01% 618
2018
Q2 		$71K Buy
761
+156
+26% +$15.8K ﹤0.01% 574
2018
Q1 		$63K Buy
605
+38
+7% +$4.28K ﹤0.01% 514
2017
Q4 		$65K Buy
567
+18
+3% +$2.02K ﹤0.01% 489
2017
Q3 		$58K Buy
549
+12
+2% +$1.28K ﹤0.01% 491
2017
Q2 		$58K Buy
537
+161
+43% +$17.1K ﹤0.01% 456
2017
Q1 		$40K Sell
376
-52
-12% -$5.61K ﹤0.01% 494
2016
Q4 		$45K Buy
428
+328
+328% +$31.1K ﹤0.01% 461
2016
Q3 		$8K Hold
100
– – ﹤0.01% 745
2016
Q2 		$7K Sell
100
-1,386
-93% -$105K ﹤0.01% 593
2016
Q1 		$107K Sell
1,486
-6
-0.4% -$418 0.01% 274
2015
Q4 		$121K Buy
1,492
+6
+0.4% +$496 0.01% 248
2015
Q3 		$113K Buy
+1,486
New +$125K 0.01% 234
2014
Q1 		– Sell
-1,637
Closed -$151K – 407
2013
Q4 		$151K Buy
1,637
+37
+2% +$3.16K 0.02% 174
2013
Q3 		$125K Buy
+1,600
New +$125K 0.03% 144

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PRU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Prudential Financial (PRU) stake by 4.5% in Q1 2026, selling an estimated $182K and leaving 37,400 shares worth $3.65M. The position accounts for 0.01% of the portfolio, ranked #940.

Carson Wealth (CWM LLC) first reported a position in PRU in Q3 2013 and has held it in 44 quarters since. The position peaked at $4.42M in Q4 2025. 1,362 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 37,400 shares of Prudential Financial worth $3.65M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,753 Prudential Financial shares in Q1 2026, an estimated $182K.
  • Prudential Financial made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #940 holding.
  • Carson Wealth (CWM LLC) first reported a position in Prudential Financial in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Prudential Financial position peaked at $4.42M in Q4 2025.
  • 1,362 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.