Darwin Wealth Management’s Prudential Financial PRU Stock Holding History

Darwin 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	$33.3K	Buy	341 +3	+0.9%	+$311	0.01%	259
2025 Q4	$38.3K	Buy	338 +2	+0.6%	+$214	0.01%	238
2025 Q3	$34.9K	Buy	336 +1	+0.3%	+$105	0.01%	242
2025 Q2	$36K	Buy	335 +3	+0.9%	+$311	0.01%	230
2025 Q1	$39.4K	Hold	332	–	–	0.01%	246
2024 Q4	$39.4K	Sell	332 -60	-15%	-$7.41K	0.01%	246
2024 Q3	$47.5K	Buy	+392	New	+$46.3K	0.01%	239
2023 Q3	–	Sell	-18,417	Closed	-$1.69M	–	150
2023 Q2	$1.69M	Buy	18,417 +4,851	+36%	+$406K	0.44%	64
2023 Q1	$1.18M	Buy	13,566 +1,644	+14%	+$157K	0.32%	72
2022 Q4	$1.2M	Sell	11,922 -15,271	-56%	-$1.55M	0.31%	66
2022 Q3	$2.61M	Buy	27,193 +4,548	+20%	+$438K	0.65%	39
2022 Q2	$2.22M	Buy	22,645 +662	+3%	+$70.1K	0.45%	55
2022 Q1	$2.6M	Buy	+21,983	New	+$2.5M	0.43%	52
2020 Q2	–	Sell	-366	Closed	-$18K	–	605
2020 Q1	$18K	Buy	+366	New	+$29.1K	0.01%	380

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Darwin Wealth Management's PRU Position: Q1 2026 in Review

Darwin Wealth Management increased its Prudential Financial (PRU) stake by 0.89% in Q1 2026, buying an estimated $311 and bringing the position to 341 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #259.

Darwin Wealth Management first reported a position in PRU in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.61M in Q3 2022. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Darwin Wealth Management held 341 shares of Prudential Financial worth $33.3K as of Q1 2026.
Darwin Wealth Management bought 3 Prudential Financial shares in Q1 2026, an estimated $311.
Prudential Financial made up 0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #259 holding.
Darwin Wealth Management first reported a position in Prudential Financial in Q1 2020 and has held it in 14 quarters since.
Darwin Wealth Management's Prudential Financial position peaked at $2.61M in Q3 2022.
1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.