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Catherine Avery Investment Management’s Prudential Financial PRU Stock Holding History

Catherine Avery Investment Management’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 		$8.63K Hold
80
– – ﹤0.01% 123
2026
Q1 		$7.82K Hold
80
– – ﹤0.01% 93
2025
Q4 		$9.03K Hold
80
– – 0.01% 100
2025
Q3 		$8.3K Hold
80
– – 0.01% 104
2025
Q2 		$8.6K Hold
80
– – 0.01% 104
2025
Q1 		$8.93K Buy
+80
New +$9.12K 0.01% 99

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

Catherine Avery Investment Management's PRU Position: Q2 2026 in Review

Catherine Avery Investment Management held its Prudential Financial (PRU) position steady in Q2 2026 at 80 shares worth $8.63K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

Catherine Avery Investment Management first reported a position in PRU in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.03K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Catherine Avery Investment Management held 80 shares of Prudential Financial worth $8.63K as of Q2 2026.
  • Catherine Avery Investment Management left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #123 holding.
  • Catherine Avery Investment Management first reported a position in Prudential Financial in Q1 2025 and has held it in 6 quarters since.
  • Catherine Avery Investment Management's Prudential Financial position peaked at $9.03K in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.