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Etesian Wealth Advisors’s Prudential Financial PRU Stock Holding History

Etesian Wealth Advisors’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 		$218K Sell
2,234
-1,243
-36% -$129K 0.07% 131
2025
Q4 		$392K Sell
3,477
-272
-7% -$29.2K 0.12% 105
2025
Q3 		$389K Sell
3,749
-767
-17% -$80.8K 0.13% 107
2025
Q2 		$485K Sell
4,516
-820
-15% -$85K 0.18% 96
2025
Q1 		$596K Sell
5,336
-745
-12% -$84.9K 0.26% 81
2024
Q4 		$721K Sell
6,081
-726
-11% -$89.6K 0.32% 76
2024
Q3 		$824K Sell
6,807
-491
-7% -$58K 0.37% 74
2024
Q2 		$855K Sell
7,298
-527
-7% -$60.8K 0.48% 62
2024
Q1 		$919K Sell
7,825
-141
-2% -$15.2K 0.53% 61
2023
Q4 		$830K Sell
7,966
-40
-0.5% -$3.84K 0.5% 65
2023
Q3 		$760K Sell
8,006
-292
-4% -$27.6K 0.51% 62
2023
Q2 		$732K Sell
8,298
-214
-3% -$17.9K 0.48% 68
2023
Q1 		$704K Buy
8,512
+223
+3% +$21.3K 0.47% 69
2022
Q4 		$824K Buy
+8,289
New +$839K 0.6% 60

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Etesian Wealth Advisors's PRU Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its Prudential Financial (PRU) stake by 36% in Q1 2026, selling an estimated $129K and leaving 2,234 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #131.

Etesian Wealth Advisors first reported a position in PRU in Q4 2022 and has held it in 14 quarters since. The position peaked at $919K in Q1 2024. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Etesian Wealth Advisors held 2,234 shares of Prudential Financial worth $218K as of Q1 2026.
  • Etesian Wealth Advisors sold 1,243 Prudential Financial shares in Q1 2026, an estimated $129K.
  • Prudential Financial made up 0.07% of Etesian Wealth Advisors's portfolio in Q1 2026, its #131 holding.
  • Etesian Wealth Advisors first reported a position in Prudential Financial in Q4 2022 and has held it in 14 quarters since.
  • Etesian Wealth Advisors's Prudential Financial position peaked at $919K in Q1 2024.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.