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Hemington Wealth Management’s Prudential Financial PRU Stock Holding History

Hemington 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
2025
Q3 		$42K Sell
408
-1
-0.2% -$105 0.01% 411
2025
Q2 		$43K Sell
409
-19
-4% -$1.97K 0.01% 372
2025
Q1 		$47K Buy
428
+23
+6% +$2.62K 0.01% 334
2024
Q4 		$48K Buy
405
+49
+14% +$6.05K 0.01% 316
2024
Q3 		$43K Buy
+356
New +$42.1K 0.01% 326

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

Hemington Wealth Management's PRU Position: Q3 2025 in Review

Hemington Wealth Management reduced its Prudential Financial (PRU) stake by 0.24% in Q3 2025, selling an estimated $105 and leaving 408 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #411.

Hemington Wealth Management first reported a position in PRU in Q3 2024 and has held it in 5 quarters since. The position peaked at $48K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Hemington Wealth Management held 408 shares of Prudential Financial worth $42K as of Q3 2025.
  • Hemington Wealth Management sold 1 Prudential Financial share in Q3 2025, an estimated $105.
  • Prudential Financial made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #411 holding.
  • Hemington Wealth Management first reported a position in Prudential Financial in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Prudential Financial position peaked at $48K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.