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PRU icon

INVST’s Prudential Financial PRU Stock Holding History

INVST’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
Q1 		– Sell
-8,836
Closed -$1.05M – 316
2024
Q4 		$1.05M Buy
8,836
+49
+0.6% +$6.05K 0.13% 110
2024
Q3 		$1.06M Sell
8,787
-182
-2% -$21.5K 0.13% 97
2024
Q2 		$1.05M Sell
8,969
-351
-4% -$40.5K 0.12% 99
2024
Q1 		$1.08M Sell
9,320
-109
-1% -$11.7K 0.13% 93
2023
Q4 		$975K Sell
9,429
-742
-7% -$71.2K 0.12% 102
2023
Q3 		$965K Sell
10,171
-1,053
-9% -$99.6K 0.14% 95
2023
Q2 		$990K Sell
11,224
-436
-4% -$36.5K 0.14% 84
2023
Q1 		$998K Buy
11,660
+376
+3% +$35.9K 0.15% 75
2022
Q4 		$1.18M Sell
11,284
-272
-2% -$27.5K 0.18% 72
2022
Q3 		$1.05M Buy
11,556
+1,646
+17% +$158K 0.18% 73
2022
Q2 		$1.01M Buy
9,910
+2,410
+32% +$255K 0.16% 78
2022
Q1 		$788K Buy
7,500
+82
+1% +$9.32K 0.13% 83
2021
Q4 		$823K Buy
7,418
+3,472
+88% +$377K 0.13% 82
2021
Q3 		$415K Sell
3,946
-49
-1% -$5.05K 0.07% 124
2021
Q2 		$394K Sell
3,995
-248
-6% -$25.3K 0.06% 125
2021
Q1 		$426K Sell
4,243
-2,522
-37% -$216K 0.07% 121
2020
Q4 		$528K Buy
6,765
+966
+17% +$69.8K 0.1% 96
2020
Q3 		$368K Buy
5,799
+227
+4% +$14.9K 0.09% 99
2020
Q2 		$328K Buy
+5,572
New +$327K 0.1% 98

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

INVST's PRU Position: Q1 2025 in Review

INVST sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 8,836 shares — an estimated $1.05M sold.

INVST first reported a position in PRU in Q2 2020 and held it in 19 quarters. The position peaked at $1.18M in Q4 2022. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • INVST reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
  • INVST sold 8,836 Prudential Financial shares in Q1 2025, an estimated $1.05M.
  • INVST first reported a position in Prudential Financial in Q2 2020 and held it in 19 quarters.
  • INVST's Prudential Financial position peaked at $1.18M in Q4 2022.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.