Gradient Investments’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.4M | Buy |
133,858
+4,059
| +3% | +$413K | 0.2% | 141 |
|
|
2026
Q1 | $12.7M | Buy |
129,799
+5,227
| +4% | +$541K | 0.2% | 143 |
|
|
2025
Q4 | $14.1M | Sell |
124,572
-14,928
| -11% | -$1.6M | 0.22% | 133 |
|
|
2025
Q3 | $14.5M | Buy |
139,500
+122,012
| +698% | +$12.8M | 0.24% | 119 |
|
|
2025
Q2 | $1.88M | Buy |
+17,488
| New | +$1.81M | 0.03% | 194 |
|
|
2024
Q3 | – | Sell |
-1,563
| Closed | -$183K | – | 1025 |
|
|
2024
Q2 | $183K | Buy |
1,563
+1,021
| +188% | +$118K | ﹤0.01% | 336 |
|
|
2024
Q1 | $63.6K | Sell |
542
-642
| -54% | -$69.2K | ﹤0.01% | 407 |
|
|
2023
Q4 | $123K | Buy |
1,184
+19
| +2% | +$1.82K | ﹤0.01% | 396 |
|
|
2023
Q3 | $111K | Buy |
1,165
+3
| +0.3% | +$284 | ﹤0.01% | 376 |
|
|
2023
Q2 | $102K | Buy |
1,162
+107
| +10% | +$8.95K | ﹤0.01% | 403 |
|
|
2023
Q1 | $87.3K | Hold |
1,055
| – | – | ﹤0.01% | 403 |
|
|
2022
Q4 | $105K | Sell |
1,055
-110
| -9% | -$11.1K | ﹤0.01% | 384 |
|
|
2022
Q3 | $100K | Buy |
1,165
+553
| +90% | +$53.2K | ﹤0.01% | 371 |
|
|
2022
Q2 | $59K | Buy |
612
+125
| +26% | +$13.2K | ﹤0.01% | 443 |
|
|
2022
Q1 | $57K | Sell |
487
-115
| -19% | -$13.1K | ﹤0.01% | 453 |
|
|
2021
Q4 | $65K | Buy |
602
+115
| +24% | +$12.5K | ﹤0.01% | 435 |
|
|
2021
Q3 | $51K | Sell |
487
-45
| -8% | -$4.64K | ﹤0.01% | 477 |
|
|
2021
Q2 | $54K | Hold |
532
| – | – | ﹤0.01% | 462 |
|
|
2021
Q1 | $48K | Sell |
532
-137
| -20% | -$11.7K | ﹤0.01% | 469 |
|
|
2020
Q4 | $42K | Hold |
669
| – | – | ﹤0.01% | 435 |
|
|
2020
Q3 | $42K | Buy |
669
+1
| +0.1% | +$66 | ﹤0.01% | 438 |
|
|
2020
Q2 | $41K | Sell |
668
-210
| -24% | -$12.3K | ﹤0.01% | 415 |
|
|
2020
Q1 | $46K | Sell |
878
-123
| -12% | -$9.78K | ﹤0.01% | 358 |
|
|
2019
Q4 | $94K | Buy |
1,001
+447
| +81% | +$41K | ﹤0.01% | 318 |
|
|
2019
Q3 | $50K | Buy |
554
+12
| +2% | +$1.09K | ﹤0.01% | 391 |
|
|
2019
Q2 | $55K | Buy |
542
+216
| +66% | +$21.5K | ﹤0.01% | 366 |
|
|
2019
Q1 | $30K | Buy |
326
+59
| +22% | +$5.44K | ﹤0.01% | 397 |
|
|
2018
Q4 | $22K | Sell |
267
-12
| -4% | -$1.1K | ﹤0.01% | 439 |
|
|
2018
Q3 | $28K | Buy |
279
+124
| +80% | +$12.2K | ﹤0.01% | 438 |
|
|
2018
Q2 | $14K | Sell |
155
-47
| -23% | -$4.75K | ﹤0.01% | 551 |
|
|
2018
Q1 | $21K | Hold |
202
| – | – | ﹤0.01% | 466 |
|
|
2017
Q4 | $23K | Buy |
+202
| New | +$22.7K | ﹤0.01% | 449 |
|
|
2017
Q3 | – | Sell |
-76
| Closed | -$8K | – | 589 |
|
|
2017
Q2 | $8K | Buy |
76
+42
| +124% | +$4.46K | ﹤0.01% | 515 |
|
|
2017
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 640 |
|
|
2016
Q4 | $4K | Buy |
+34
| New | +$3.22K | ﹤0.01% | 578 |
|
|
2015
Q1 | – | Sell |
-10
| Closed | -$1K | – | 689 |
|
|
2014
Q4 | $1K | Buy |
+10
| New | +$859 | ﹤0.01% | 533 |
|
|
2014
Q3 | – | Sell |
-81
| Closed | -$7K | – | 522 |
|
|
2014
Q2 | $7K | Buy |
81
+41
| +103% | +$3.45K | ﹤0.01% | 385 |
|
|
2014
Q1 | $3K | Sell |
40
-500
| -93% | -$43K | ﹤0.01% | 427 |
|
|
2013
Q4 | $50K | Buy |
+540
| New | +$46.1K | 0.01% | 223 |
|
Other funds holding PRU
Gradient Investments's PRU Position: Q2 2026 in Review
Gradient Investments increased its Prudential Financial (PRU) stake by 3.1% in Q2 2026, buying an estimated $413K and bringing the position to 133,858 shares worth $14.4M. The position accounts for 0.2% of the portfolio, ranked #141.
Gradient Investments first reported a position in PRU in Q4 2013 and has held it in 39 quarters since. The position peaked at $14.5M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Gradient Investments held 133,858 shares of Prudential Financial worth $14.4M as of Q2 2026.
- Gradient Investments bought 4,059 Prudential Financial shares in Q2 2026, an estimated $413K.
- Prudential Financial made up 0.2% of Gradient Investments's portfolio in Q2 2026, its #141 holding.
- Gradient Investments first reported a position in Prudential Financial in Q4 2013 and has held it in 39 quarters since.
- Gradient Investments's Prudential Financial position peaked at $14.5M in Q3 2025.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.