HWM
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HighMark Wealth Management’s Prudential Financial PRU Stock Holding History

HighMark 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
2026
Q2 		$6.15K Sell
57
-86
-60% -$8.74K ﹤0.01% 373
2026
Q1 		$13.9K Buy
143
+2
+1% +$207 0.01% 259
2025
Q4 		$15.9K Buy
141
+1
+0.7% +$107 0.01% 264
2025
Q3 		$14.6K Buy
140
+1
+0.7% +$105 0.01% 260
2025
Q2 		$15K Buy
+139
New +$14.4K 0.01% 260
2024
Q4 		– Sell
-136
Closed -$16.5K – 610
2024
Q3 		$16.5K Buy
136
+58
+74% +$6.86K 0.01% 224
2024
Q2 		$9.19K Hold
78
– – 0.01% 293
2024
Q1 		$9.11K Buy
78
+1
+1% +$108 0.01% 296
2023
Q4 		$7.95K Buy
77
+1
+1% +$96 0.01% 299
2023
Q3 		$7.19K Buy
76
+1
+1% +$95 0.01% 300
2023
Q2 		$6.6K Buy
75
+1
+1% +$84 0.01% 317
2023
Q1 		$6.1K Buy
74
+1
+1% +$95 ﹤0.01% 365
2022
Q4 		$7.23K Buy
73
+1
+1% +$101 0.01% 300
2022
Q3 		$6K Buy
72
+1
+1% +$96 0.01% 313
2022
Q2 		$7K Buy
71
+1
+1% +$106 0.01% 305
2022
Q1 		$8K Sell
70
-12
-15% -$1.36K 0.01% 306
2021
Q4 		$9K Sell
82
-14
-15% -$1.52K 0.01% 280
2021
Q3 		$10K Buy
96
+1
+1% +$103 0.01% 250
2021
Q2 		$10K Buy
95
+1
+1% +$102 0.01% 257
2021
Q1 		$9K Buy
94
+2
+2% +$171 0.01% 249
2020
Q4 		$7K Buy
92
+1
+1% +$72 0.01% 287
2020
Q3 		$6K Sell
91
-35
-28% -$2.3K 0.01% 299
2020
Q2 		$8K Buy
126
+2
+2% +$117 0.01% 243
2020
Q1 		$6K Buy
124
+2
+2% +$159 0.01% 212
2019
Q4 		$11K Buy
+122
New +$11.2K 0.01% 199

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HighMark Wealth Management's PRU Position: Q2 2026 in Review

HighMark Wealth Management reduced its Prudential Financial (PRU) stake by 60% in Q2 2026, selling an estimated $8.74K and leaving 57 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

HighMark Wealth Management first reported a position in PRU in Q4 2019 and has held it in 25 quarters since. The position peaked at $16.5K in Q3 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • HighMark Wealth Management held 57 shares of Prudential Financial worth $6.15K as of Q2 2026.
  • HighMark Wealth Management sold 86 Prudential Financial shares in Q2 2026, an estimated $8.74K.
  • Prudential Financial made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #373 holding.
  • HighMark Wealth Management first reported a position in Prudential Financial in Q4 2019 and has held it in 25 quarters since.
  • HighMark Wealth Management's Prudential Financial position peaked at $16.5K in Q3 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.