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Investment Partners’s Prudential Financial PRU Stock Holding History

Investment 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
2025
Q3 		– Sell
-2,727
Closed -$293K – 159
2025
Q2 		$293K Buy
2,727
+23
+0.9% +$2.38K 0.11% 132
2025
Q1 		$302K Buy
2,704
+21
+0.8% +$2.39K 0.13% 124
2024
Q4 		$318K Sell
2,683
-30
-1% -$3.7K 0.13% 122
2024
Q3 		$329K Buy
2,713
+21
+0.8% +$2.48K 0.14% 119
2024
Q2 		$316K Buy
2,692
+17
+0.6% +$1.96K 0.14% 118
2024
Q1 		$314K Buy
2,675
+20
+0.8% +$2.15K 0.14% 121
2023
Q4 		$275K Buy
2,655
+22
+0.8% +$2.11K 0.14% 122
2023
Q3 		$250K Buy
2,633
+22
+0.8% +$2.08K 0.13% 122
2023
Q2 		$230K Buy
2,611
+25
+1% +$2.09K 0.12% 122
2023
Q1 		$214K Buy
2,586
+24
+0.9% +$2.29K 0.11% 132
2022
Q4 		$255K Sell
2,562
-2,472
-49% -$250K 0.13% 120
2022
Q3 		$432K Buy
5,034
+2,537
+102% +$244K 0.13% 149
2022
Q2 		$239K Sell
2,497
-110
-4% -$11.6K 0.12% 137
2022
Q1 		$308K Buy
2,607
+20
+0.8% +$2.27K 0.13% 127
2021
Q4 		$280K Buy
+2,587
New +$281K 0.11% 140

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Investment Partners's PRU Position: Q3 2025 in Review

Investment Partners sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 2,727 shares — an estimated $293K sold.

Investment Partners first reported a position in PRU in Q4 2021 and held it in 15 quarters. The position peaked at $432K in Q3 2022. 1,310 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Investment Partners reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • Investment Partners sold 2,727 Prudential Financial shares in Q3 2025, an estimated $293K.
  • Investment Partners first reported a position in Prudential Financial in Q4 2021 and held it in 15 quarters.
  • Investment Partners's Prudential Financial position peaked at $432K in Q3 2022.
  • 1,310 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Investment Partners's 13F filing for Q3 2025, filed 7 Nov 2025.