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Innova Wealth Partners’s Prudential Financial PRU Stock Holding History

Innova Wealth Partners’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 		$222K Hold
2,055
– – 0.09% 163
2026
Q1 		$201K Buy
2,055
+5
+0.2% +$518 0.1% 155
2025
Q4 		$231K Hold
2,050
– – 0.12% 131
2025
Q3 		$213K Buy
+2,050
New +$216K 0.11% 119

Other funds holding PRU

NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Innova Wealth Partners's PRU Position: Q2 2026 in Review

Innova Wealth Partners held its Prudential Financial (PRU) position steady in Q2 2026 at 2,055 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #163.

Innova Wealth Partners first reported a position in PRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $231K in Q4 2025. 579 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Innova Wealth Partners held 2,055 shares of Prudential Financial worth $222K as of Q2 2026.
  • Innova Wealth Partners left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up 0.09% of Innova Wealth Partners's portfolio in Q2 2026, its #163 holding.
  • Innova Wealth Partners first reported a position in Prudential Financial in Q3 2025 and has held it in 4 quarters since.
  • Innova Wealth Partners's Prudential Financial position peaked at $231K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.