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Intentional Wealth Strategies’s Prudential Financial PRU Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-53
Closed -$5.18K – 691
2026
Q1 		$5.18K Buy
+53
New +$5.49K ﹤0.01% 483

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

Intentional Wealth Strategies's PRU Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 53 shares — an estimated $5.18K sold.

Intentional Wealth Strategies first reported a position in PRU in Q1 2026 and held it in 1 quarter. The position peaked at $5.18K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 53 Prudential Financial shares in Q2 2026, an estimated $5.18K.
  • Intentional Wealth Strategies first reported a position in Prudential Financial in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Prudential Financial position peaked at $5.18K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.