Connecticut Wealth Management’s Prudential Financial PRU Stock Holding History

Connecticut 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	$559K	Sell	5,180 -248	-5%	-$25.2K	0.02%	226
2026 Q1	$530K	Buy	5,428 +102	+2%	+$10.6K	0.02%	221
2025 Q4	$601K	Buy	5,326 +2	+0%	+$214	0.03%	211
2025 Q3	$552K	Buy	5,324 +2	+0%	+$211	0.02%	226
2025 Q2	$572K	Sell	5,322 -74	-1%	-$7.67K	0.03%	209
2025 Q1	$603K	Buy	5,396 +2	+0%	+$228	0.03%	195
2024 Q4	$639K	Buy	5,394 +35	+0.7%	+$4.32K	0.03%	169
2024 Q3	$649K	Buy	5,359 +2	+0%	+$236	0.03%	194
2024 Q2	$628K	Buy	+5,357	New	+$618K	0.03%	197
2023 Q1	–	Sell	-5,259	Closed	-$523K	–	257
2022 Q4	$523K	Buy	5,259 +1,266	+32%	+$128K	0.04%	115
2022 Q3	$343K	Buy	3,993 +148	+4%	+$14.2K	0.03%	132
2022 Q2	$368K	Buy	3,845 +952	+33%	+$101K	0.03%	136
2022 Q1	$342K	Sell	2,893 -5,774	-67%	-$657K	0.03%	144
2021 Q4	$938K	Buy	+8,667	New	+$941K	0.07%	89
2017 Q4	–	Sell	-3,126	Closed	-$341K	–	65
2017 Q3	$341K	Sell	3,126 -56	-2%	-$5.99K	0.2%	47
2017 Q2	$354K	Buy	3,182 +56	+2%	+$5.95K	0.22%	46
2017 Q1	$330K	Hold	3,126	–	–	0.2%	48
2016 Q4	$333K	Hold	3,126	–	–	0.21%	47
2016 Q3	$258K	Buy	+3,126	New	+$240K	0.19%	46

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Connecticut Wealth Management's PRU Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Prudential Financial (PRU) stake by 4.6% in Q2 2026, selling an estimated $25.2K and leaving 5,180 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #226.

Connecticut Wealth Management first reported a position in PRU in Q3 2016 and has held it in 19 quarters since. The position peaked at $938K in Q4 2021. 614 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Connecticut Wealth Management held 5,180 shares of Prudential Financial worth $559K as of Q2 2026.
Connecticut Wealth Management sold 248 Prudential Financial shares in Q2 2026, an estimated $25.2K.
Prudential Financial made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #226 holding.
Connecticut Wealth Management first reported a position in Prudential Financial in Q3 2016 and has held it in 19 quarters since.
Connecticut Wealth Management's Prudential Financial position peaked at $938K in Q4 2021.
614 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.