Evermay Wealth Management’s Prudential Financial PRU Stock Holding History

Evermay 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	$87.9K	Hold	900	–	–	0.01%	265
2025 Q4	$102K	Hold	900	–	–	0.01%	254
2025 Q3	$93.4K	Hold	900	–	–	0.01%	272
2025 Q2	$96.7K	Hold	900	–	–	0.01%	270
2025 Q1	$101K	Hold	900	–	–	0.01%	259
2024 Q4	$107K	Hold	900	–	–	0.02%	253
2024 Q3	$109K	Hold	900	–	–	0.02%	261
2024 Q2	$105K	Hold	900	–	–	0.02%	265
2024 Q1	$106K	Sell	900 -5	-0.6%	-$539	0.02%	274
2023 Q4	$93.9K	Buy	905 +5	+0.6%	+$480	0.02%	264
2023 Q3	$85.4K	Hold	900	–	–	0.02%	251
2023 Q2	$79.4K	Hold	900	–	–	0.02%	262
2023 Q1	$74.5K	Hold	900	–	–	0.02%	267
2022 Q4	$89.5K	Hold	900	–	–	0.02%	236
2022 Q3	$77K	Hold	900	–	–	0.02%	241
2022 Q2	$86K	Sell	900 -300	-25%	-$31.8K	0.02%	230
2022 Q1	$142K	Hold	1,200	–	–	0.02%	217
2021 Q4	$130K	Hold	1,200	–	–	0.02%	200
2021 Q3	$126K	Sell	1,200 -100	-8%	-$10.3K	0.02%	200
2021 Q2	$133K	Buy	+1,300	New	+$133K	0.02%	204

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

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

Evermay Wealth Management held its Prudential Financial (PRU) position steady in Q1 2026 at 900 shares worth $87.9K. The position accounts for 0.01% of the portfolio, ranked #265.

Evermay Wealth Management first reported a position in PRU in Q2 2021 and has held it in 20 quarters since. The position peaked at $142K in Q1 2022. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Evermay Wealth Management held 900 shares of Prudential Financial worth $87.9K as of Q1 2026.
Evermay Wealth Management left its Prudential Financial share count unchanged in Q1 2026.
Prudential Financial made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #265 holding.
Evermay Wealth Management first reported a position in Prudential Financial in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Prudential Financial position peaked at $142K in Q1 2022.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.