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 Q2	$17.3K	Hold	160	–	–	﹤0.01%	384
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cherry Tree Wealth Management's PRU Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Prudential Financial (PRU) position steady in Q2 2026 at 160 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Cherry Tree Wealth Management first reported a position in PRU in Q2 2023 and has held it in 13 quarters since. The position peaked at $19.4K in Q3 2024. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Cherry Tree Wealth Management held 160 shares of Prudential Financial worth $17.3K as of Q2 2026.
Cherry Tree Wealth Management left its Prudential Financial share count unchanged in Q2 2026.
Prudential Financial made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #384 holding.
Cherry Tree Wealth Management first reported a position in Prudential Financial in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Prudential Financial position peaked at $19.4K in Q3 2024.
1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.