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Heritage Wealth Advisors’s Prudential Financial PRU Stock Holding History

Heritage 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
2026
Q1 		$42.7K Sell
437
-1,165
-73% -$121K ﹤0.01% 352
2025
Q4 		$181K Hold
1,602
– – 0.01% 227
2025
Q3 		$166K Hold
1,602
– – 0.01% 214
2025
Q2 		$172K Hold
1,602
– – 0.01% 215
2025
Q1 		$179K Sell
1,602
-52
-3% -$5.92K 0.01% 204
2024
Q4 		$196K Sell
1,654
-112
-6% -$13.8K 0.01% 202
2024
Q3 		$214K Buy
1,766
+164
+10% +$19.4K 0.01% 207
2024
Q2 		$188K Sell
1,602
-200
-11% -$23.1K 0.01% 205
2024
Q1 		$212K Sell
1,802
-188
-9% -$20.3K 0.01% 205
2023
Q4 		$206K Buy
1,990
+600
+43% +$57.6K 0.01% 210
2023
Q3 		$132K Sell
1,390
-67
-5% -$6.34K 0.01% 231
2023
Q2 		$129K Buy
1,457
+1
+0.1% +$84 0.01% 235
2023
Q1 		$120K Buy
1,456
+1
+0.1% +$95 0.01% 242
2022
Q4 		$145K Buy
1,455
+1
+0.1% +$101 0.01% 235
2022
Q3 		$125K Hold
1,454
– – 0.01% 238
2022
Q2 		$139K Buy
1,454
+1
+0.1% +$106 0.01% 233
2022
Q1 		$172K Sell
1,453
-49
-3% -$5.57K 0.01% 209
2021
Q4 		$163K Hold
1,502
– – 0.01% 218
2021
Q3 		$158K Buy
1,502
+1
+0.1% +$103 0.01% 215
2021
Q2 		$154K Buy
1,501
+1
+0.1% +$102 0.01% 221
2021
Q1 		$137K Buy
1,500
+1
+0.1% +$86 0.01% 232
2020
Q4 		$117K Buy
1,499
+37
+3% +$2.67K 0.01% 243
2020
Q3 		$92.8K Buy
1,462
+1
+0.1% +$66 0.01% 208
2020
Q2 		$89K Sell
1,461
-379
-21% -$22.3K 0.01% 210
2020
Q1 		$95.9K Buy
1,840
+11
+0.6% +$874 0.02% 193
2019
Q4 		$171K Buy
1,829
+189
+12% +$17.4K 0.02% 181
2019
Q3 		$147K Buy
1,640
+1,535
+1,462% +$139K 0.02% 179
2019
Q2 		$10.6K Buy
105
+43
+69% +$4.29K ﹤0.01% 389
2019
Q1 		$5.7K Sell
62
-261
-81% -$24.1K ﹤0.01% 381
2018
Q4 		$26K Buy
323
+3
+0.9% +$276 0.01% 243
2018
Q3 		$32K Buy
+320
New +$31.5K 0.01% 234

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Wealth Advisors's PRU Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Prudential Financial (PRU) stake by 73% in Q1 2026, selling an estimated $121K and leaving 437 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Heritage Wealth Advisors first reported a position in PRU in Q3 2018 and has held it in 31 quarters since. The position peaked at $214K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Heritage Wealth Advisors held 437 shares of Prudential Financial worth $42.7K as of Q1 2026.
  • Heritage Wealth Advisors sold 1,165 Prudential Financial shares in Q1 2026, an estimated $121K.
  • Prudential Financial made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #352 holding.
  • Heritage Wealth Advisors first reported a position in Prudential Financial in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Prudential Financial position peaked at $214K in Q3 2024.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.