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Eads & Heald Wealth Management’s Prudential Financial PRU Stock Holding History

Eads & Heald 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
2025
Q2 		– Sell
-1,896
Closed -$212K – 143
2025
Q1 		$212K Hold
1,896
– – 0.11% 136
2024
Q4 		$225K Sell
1,896
-4
-0.2% -$494 0.11% 133
2024
Q3 		$230K Sell
1,900
-15
-0.8% -$1.77K 0.11% 137
2024
Q2 		$224K Sell
1,915
-140
-7% -$16.2K 0.11% 136
2024
Q1 		$241K Sell
2,055
-187
-8% -$20.2K 0.11% 130
2023
Q4 		$233K Sell
2,242
-132
-6% -$12.7K 0.11% 138
2023
Q3 		$225K Sell
2,374
-5
-0.2% -$473 0.12% 135
2023
Q2 		$210K Buy
+2,379
New +$199K 0.1% 143
2023
Q1 		– Sell
-2,219
Closed -$221K – 148
2022
Q4 		$221K Buy
+2,219
New +$225K 0.11% 140
2022
Q3 		– Sell
-2,294
Closed -$219K – 150
2022
Q2 		$219K Buy
2,294
+180
+9% +$19.1K 0.12% 145
2022
Q1 		$250K Buy
2,114
+61
+3% +$6.94K 0.12% 136
2021
Q4 		$222K Buy
2,053
+40
+2% +$4.34K 0.1% 144
2021
Q3 		$212K Buy
+2,013
New +$207K 0.1% 140

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Eads & Heald Wealth Management's PRU Position: Q2 2025 in Review

Eads & Heald Wealth Management sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 1,896 shares — an estimated $212K sold.

Eads & Heald Wealth Management first reported a position in PRU in Q3 2021 and held it in 13 quarters. The position peaked at $250K in Q1 2022. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Eads & Heald Wealth Management reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 1,896 Prudential Financial shares in Q2 2025, an estimated $212K.
  • Eads & Heald Wealth Management first reported a position in Prudential Financial in Q3 2021 and held it in 13 quarters.
  • Eads & Heald Wealth Management's Prudential Financial position peaked at $250K in Q1 2022.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Eads & Heald Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.