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Impact Partnership Wealth’s Prudential Financial PRU Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-11,287
Closed -$1.26M – 344
2025
Q1 		$1.26M Buy
11,287
+4,448
+65% +$507K 0.27% 37
2024
Q4 		$811K Sell
6,839
-3,882
-36% -$479K 0.16% 71
2024
Q3 		$1.3M Buy
10,721
+4,920
+85% +$582K 0.29% 35
2024
Q2 		$680K Buy
5,801
+82
+1% +$9.46K 0.18% 75
2024
Q1 		$671K Sell
5,719
-1,097
-16% -$118K 0.27% 48
2023
Q4 		$707K Buy
6,816
+1,802
+36% +$173K 0.26% 54
2023
Q3 		$476K Buy
5,014
+4,830
+2,625% +$457K 0.15% 77
2023
Q2 		$16.2K Buy
+184
New +$15.4K 0.01% 372

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Impact Partnership Wealth's PRU Position: Q2 2025 in Review

Impact Partnership Wealth sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 11,287 shares — an estimated $1.26M sold.

Impact Partnership Wealth first reported a position in PRU in Q2 2023 and held it in 8 quarters. The position peaked at $1.3M in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Impact Partnership Wealth reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 11,287 Prudential Financial shares in Q2 2025, an estimated $1.26M.
  • Impact Partnership Wealth first reported a position in Prudential Financial in Q2 2023 and held it in 8 quarters.
  • Impact Partnership Wealth's Prudential Financial position peaked at $1.3M in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.