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Heartwood Wealth Advisors’s Prudential Financial PRU Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-987
Closed -$102K – 501
2025
Q3 		$102K Buy
+987
New +$104K 0.01% 251

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Heartwood Wealth Advisors's PRU Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 987 shares — an estimated $102K sold.

Heartwood Wealth Advisors first reported a position in PRU in Q3 2025 and held it in 1 quarter. The position peaked at $102K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 987 Prudential Financial shares in Q4 2025, an estimated $102K.
  • Heartwood Wealth Advisors first reported a position in Prudential Financial in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Prudential Financial position peaked at $102K in Q3 2025.
  • 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.