Global Wealth Strategies & Associates’s Prudential Financial PRU Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-7	Closed	-$684	–	367
2026 Q1	$684	Hold	7	–	–	﹤0.01%	482
2025 Q4	$790	Sell	7 -11	-61%	-$1.18K	﹤0.01%	482
2025 Q3	$1.87K	Buy	18 +8	+80%	+$842	﹤0.01%	397
2025 Q2	$1.07K	Hold	10	–	–	﹤0.01%	328
2025 Q1	$1.12K	Hold	10	–	–	﹤0.01%	416
2024 Q4	$1.19K	Hold	10	–	–	﹤0.01%	347
2024 Q3	$1.21K	Hold	10	–	–	﹤0.01%	318
2024 Q2	$1.17K	Hold	10	–	–	﹤0.01%	284
2024 Q1	$1.17K	Hold	10	–	–	﹤0.01%	303
2023 Q4	$1.04K	Hold	10	–	–	﹤0.01%	275
2023 Q3	$949	Hold	10	–	–	﹤0.01%	290
2023 Q2	$882	Sell	10 -20	-67%	-$1.67K	﹤0.01%	277
2023 Q1	$2.48K	Hold	30	–	–	﹤0.01%	251
2022 Q4	$2.98K	Buy	+30	New	+$3.04K	﹤0.01%	242

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Global Wealth Strategies & Associates's PRU Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 7 shares — an estimated $684 sold.

Global Wealth Strategies & Associates first reported a position in PRU in Q4 2022 and held it in 14 quarters. The position peaked at $2.98K in Q4 2022. 1,419 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 7 Prudential Financial shares in Q2 2026, an estimated $684.
Global Wealth Strategies & Associates first reported a position in Prudential Financial in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Prudential Financial position peaked at $2.98K in Q4 2022.
1,419 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.