Institute for Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $865K | Sell |
8,017
-424
| -5% | -$43.1K | 0.08% | 225 |
|
|
2026
Q1 | $825K | Sell |
8,441
-108
| -1% | -$11.2K | 0.09% | 231 |
|
|
2025
Q4 | $965K | Sell |
8,549
-196
| -2% | -$21K | 0.1% | 198 |
|
|
2025
Q3 | $907K | Sell |
8,745
-175
| -2% | -$18.4K | 0.09% | 216 |
|
|
2025
Q2 | $958K | Buy |
8,920
+5
| +0.1% | +$518 | 0.11% | 199 |
|
|
2025
Q1 | $996K | Sell |
8,915
-30
| -0.3% | -$3.42K | 0.13% | 184 |
|
|
2024
Q4 | $1.06M | Sell |
8,945
-35
| -0.4% | -$4.32K | 0.13% | 162 |
|
|
2024
Q3 | $1.09M | Sell |
8,980
-89
| -1% | -$10.5K | 0.14% | 161 |
|
|
2024
Q2 | $1.06M | Buy |
9,069
+111
| +1% | +$12.8K | 0.14% | 157 |
|
|
2024
Q1 | $1.05M | Buy |
8,958
+5
| +0.1% | +$539 | 0.14% | 158 |
|
|
2023
Q4 | $928K | Sell |
8,953
-71
| -0.8% | -$6.81K | 0.15% | 161 |
|
|
2023
Q3 | $856K | Sell |
9,024
-58
| -0.6% | -$5.49K | 0.15% | 163 |
|
|
2023
Q2 | $801K | Buy |
9,082
+6
| +0.1% | +$502 | 0.14% | 180 |
|
|
2023
Q1 | $751K | Sell |
9,076
-58
| -0.6% | -$5.54K | 0.14% | 184 |
|
|
2022
Q4 | $908K | Sell |
9,134
-25
| -0.3% | -$2.53K | 0.19% | 151 |
|
|
2022
Q3 | $786K | Sell |
9,159
-90
| -1% | -$8.66K | 0.18% | 157 |
|
|
2022
Q2 | $885K | Sell |
9,249
-353
| -4% | -$37.4K | 0.17% | 153 |
|
|
2022
Q1 | $1.14M | Sell |
9,602
-61
| -0.6% | -$6.94K | 0.18% | 136 |
|
|
2021
Q4 | $1.05M | Sell |
9,663
-5
| -0.1% | -$543 | 0.17% | 148 |
|
|
2021
Q3 | $1.02M | Buy |
9,668
+10
| +0.1% | +$1.03K | 0.18% | 145 |
|
|
2021
Q2 | $990K | Buy |
9,658
+10
| +0.1% | +$1.02K | 0.17% | 151 |
|
|
2021
Q1 | $879K | Sell |
9,648
-107
| -1% | -$9.16K | 0.17% | 165 |
|
|
2020
Q4 | $762K | Buy |
9,755
+489
| +5% | +$35.3K | 0.15% | 172 |
|
|
2020
Q3 | $589K | Sell |
9,266
-12
| -0.1% | -$789 | 0.13% | 199 |
|
|
2020
Q2 | $565K | Buy |
9,278
+366
| +4% | +$21.5K | 0.14% | 205 |
|
|
2020
Q1 | $465K | Sell |
8,912
-1,034
| -10% | -$82.2K | 0.14% | 200 |
|
|
2019
Q4 | $932K | Buy |
9,946
+124
| +1% | +$11.4K | 0.21% | 132 |
|
|
2019
Q3 | $883K | Sell |
9,822
-612
| -6% | -$55.5K | 0.22% | 137 |
|
|
2019
Q2 | $1.05M | Sell |
10,434
-261
| -2% | -$26K | 0.23% | 124 |
|
|
2019
Q1 | $983K | Buy |
+10,695
| New | +$986K | 0.21% | 128 |
|
|
2018
Q4 | – | Sell |
-10,958
| Closed | -$1.11M | – | 324 |
|
|
2018
Q3 | $1.11M | Sell |
10,958
-629
| -5% | -$62K | 0.38% | 95 |
|
|
2018
Q2 | $1.07M | Hold |
11,587
| – | – | 0.34% | 99 |
|
|
2018
Q1 | $1.24M | Buy |
11,587
+1,461
| +14% | +$165K | 0.37% | 88 |
|
|
2017
Q4 | $1.15M | Sell |
10,126
-2,014
| -17% | -$226K | 0.27% | 117 |
|
|
2017
Q3 | $1.3M | Sell |
12,140
-61
| -0.5% | -$6.52K | 0.42% | 76 |
|
|
2017
Q2 | $1.33M | Buy |
+12,201
| New | +$1.3M | 0.36% | 72 |
|
Other funds holding PRU
Institute for Wealth Management's PRU Position: Q2 2026 in Review
Institute for Wealth Management reduced its Prudential Financial (PRU) stake by 5% in Q2 2026, selling an estimated $43.1K and leaving 8,017 shares worth $865K. The position accounts for 0.08% of the portfolio, ranked #225.
Institute for Wealth Management first reported a position in PRU in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.33M in Q2 2017. 1,408 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Institute for Wealth Management held 8,017 shares of Prudential Financial worth $865K as of Q2 2026.
- Institute for Wealth Management sold 424 Prudential Financial shares in Q2 2026, an estimated $43.1K.
- Prudential Financial made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #225 holding.
- Institute for Wealth Management first reported a position in Prudential Financial in Q2 2017 and has held it in 36 quarters since.
- Institute for Wealth Management's Prudential Financial position peaked at $1.33M in Q2 2017.
- 1,408 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.