Clearstead Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.78M | Sell |
16,515
-237
| -1% | -$24.1K | 0.02% | 403 |
|
|
2026
Q1 | $1.64M | Buy |
16,752
+954
| +6% | +$98.8K | 0.01% | 407 |
|
|
2025
Q4 | $1.78M | Buy |
15,798
+505
| +3% | +$54.1K | 0.02% | 345 |
|
|
2025
Q3 | $1.59M | Buy |
15,293
+495
| +3% | +$52.1K | 0.02% | 362 |
|
|
2025
Q2 | $1.59M | Buy |
14,798
+970
| +7% | +$101K | 0.02% | 357 |
|
|
2025
Q1 | $1.54M | Sell |
13,828
-513
| -4% | -$58.5K | 0.02% | 343 |
|
|
2024
Q4 | $1.7M | Buy |
14,341
+68
| +0.5% | +$8.39K | 0.03% | 317 |
|
|
2024
Q3 | $1.73M | Buy |
14,273
+227
| +2% | +$26.8K | 0.03% | 324 |
|
|
2024
Q2 | $1.65M | Buy |
14,046
+10,735
| +324% | +$1.24M | 0.03% | 303 |
|
|
2024
Q1 | $390K | Sell |
3,311
-18
| -0.5% | -$1.94K | 0.02% | 352 |
|
|
2023
Q4 | $345K | Sell |
3,329
-787
| -19% | -$75.5K | 0.02% | 374 |
|
|
2023
Q3 | $391K | Buy |
4,116
+4
| +0.1% | +$378 | 0.02% | 329 |
|
|
2023
Q2 | $363K | Buy |
4,112
+151
| +4% | +$12.6K | 0.02% | 340 |
|
|
2023
Q1 | $328K | Sell |
3,961
-477
| -11% | -$45.5K | 0.02% | 325 |
|
|
2022
Q4 | $441K | Sell |
4,438
-128
| -3% | -$13K | 0.03% | 273 |
|
|
2022
Q3 | $392K | Buy |
4,566
+17
| +0.4% | +$1.64K | 0.04% | 268 |
|
|
2022
Q2 | $435K | Buy |
4,549
+347
| +8% | +$36.7K | 0.03% | 272 |
|
|
2022
Q1 | $497K | Buy |
4,202
+916
| +28% | +$104K | 0.03% | 268 |
|
|
2021
Q4 | $356K | Buy |
3,286
+168
| +5% | +$18.2K | 0.02% | 304 |
|
|
2021
Q3 | $328K | Hold |
3,118
| – | – | 0.02% | 299 |
|
|
2021
Q2 | $320K | Buy |
3,118
+239
| +8% | +$24.4K | 0.02% | 283 |
|
|
2021
Q1 | $262K | Hold |
2,879
| – | – | 0.02% | 299 |
|
|
2020
Q4 | $225K | Hold |
2,879
| – | – | 0.02% | 304 |
|
|
2020
Q3 | $183K | Sell |
2,879
-30
| -1% | -$1.97K | 0.02% | 284 |
|
|
2020
Q2 | $177K | Buy |
2,909
+682
| +31% | +$40K | 0.02% | 284 |
|
|
2020
Q1 | $116K | Buy |
2,227
+1
| +0% | +$79 | 0.02% | 311 |
|
|
2019
Q4 | $209K | Buy |
+2,226
| New | +$204K | 0.03% | 269 |
|
|
2019
Q3 | – | Sell |
-2,100
| Closed | -$212K | – | 274 |
|
|
2019
Q2 | $212K | Buy |
+2,100
| New | +$209K | 0.03% | 261 |
|
|
2018
Q4 | – | Sell |
-2,100
| Closed | -$213K | – | 259 |
|
|
2018
Q3 | $213K | Buy |
+2,100
| New | +$207K | 0.03% | 217 |
|
|
2018
Q2 | – | Sell |
-2,100
| Closed | -$217K | – | 230 |
|
|
2018
Q1 | $217K | Hold |
2,100
| – | – | 0.03% | 209 |
|
|
2017
Q4 | $241K | Hold |
2,100
| – | – | 0.03% | 206 |
|
|
2017
Q3 | $223K | Hold |
2,100
| – | – | 0.03% | 227 |
|
|
2017
Q2 | $227K | Hold |
2,100
| – | – | 0.03% | 213 |
|
|
2017
Q1 | $224K | Hold |
2,100
| – | – | 0.03% | 206 |
|
|
2016
Q4 | $219K | Buy |
+2,100
| New | +$199K | 0.04% | 195 |
|
Other funds holding PRU
Clearstead Advisors's PRU Position: Q2 2026 in Review
Clearstead Advisors reduced its Prudential Financial (PRU) stake by 1.4% in Q2 2026, selling an estimated $24.1K and leaving 16,515 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #403.
Clearstead Advisors first reported a position in PRU in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.78M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Clearstead Advisors held 16,515 shares of Prudential Financial worth $1.78M as of Q2 2026.
- Clearstead Advisors sold 237 Prudential Financial shares in Q2 2026, an estimated $24.1K.
- Prudential Financial made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #403 holding.
- Clearstead Advisors first reported a position in Prudential Financial in Q4 2016 and has held it in 35 quarters since.
- Clearstead Advisors's Prudential Financial position peaked at $1.78M in Q4 2025.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.