EWA
PRU icon

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
Q2 		$231K Sell
2,137
-97
-4% -$9.86K 0.07% 130
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Etesian Wealth Advisors's PRU Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its Prudential Financial (PRU) stake by 4.3% in Q2 2026, selling an estimated $9.86K and leaving 2,137 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #130.

Etesian Wealth Advisors first reported a position in PRU in Q4 2022 and has held it in 15 quarters since. The position peaked at $919K in Q1 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Etesian Wealth Advisors held 2,137 shares of Prudential Financial worth $231K as of Q2 2026.
  • Etesian Wealth Advisors sold 97 Prudential Financial shares in Q2 2026, an estimated $9.86K.
  • Prudential Financial made up 0.07% of Etesian Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Etesian Wealth Advisors first reported a position in Prudential Financial in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Prudential Financial position peaked at $919K in Q1 2024.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.