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Cherry Tree Wealth Management’s Prudential Financial PRU Stock Holding History

Cherry Tree Wealth 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
Q1 		$15.6K Hold
160
– – ﹤0.01% 368
2025
Q4 		$18.1K Hold
160
– – ﹤0.01% 366
2025
Q3 		$16.6K Hold
160
– – ﹤0.01% 357
2025
Q2 		$17.2K Hold
160
– – ﹤0.01% 352
2025
Q1 		$17.9K Hold
160
– – ﹤0.01% 363
2024
Q4 		$19K Hold
160
– – ﹤0.01% 344
2024
Q3 		$19.4K Hold
160
– – ﹤0.01% 348
2024
Q2 		$18.8K Hold
160
– – ﹤0.01% 335
2024
Q1 		$18.8K Hold
160
– – ﹤0.01% 321
2023
Q4 		$16.6K Hold
160
– – ﹤0.01% 316
2023
Q3 		$15.2K Hold
160
– – ﹤0.01% 306
2023
Q2 		$14.1K Buy
+160
New +$13.4K ﹤0.01% 312

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Cherry Tree Wealth Management's PRU Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Prudential Financial (PRU) position steady in Q1 2026 at 160 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Cherry Tree Wealth Management first reported a position in PRU in Q2 2023 and has held it in 12 quarters since. The position peaked at $19.4K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Cherry Tree Wealth Management held 160 shares of Prudential Financial worth $15.6K as of Q1 2026.
  • Cherry Tree Wealth Management left its Prudential Financial share count unchanged in Q1 2026.
  • Prudential Financial made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #368 holding.
  • Cherry Tree Wealth Management first reported a position in Prudential Financial in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Prudential Financial position peaked at $19.4K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.