Iron Horse Wealth Management’s Prudential Financial PRU Stock Holding History

Iron Horse Wealth Management’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 Q2	$73.9K	Buy	688 +3	+0.4%	+$311	0.02%	114
2025 Q1	$76.5K	Buy	685 +3	+0.4%	+$342	0.02%	93
2024 Q4	$80.9K	Buy	682 +2	+0.3%	+$247	0.03%	81
2024 Q3	$82.4K	Buy	680 +2	+0.3%	+$236	0.03%	77
2024 Q2	$79.5K	Buy	678 +652	+2,508%	+$75.3K	0.03%	74
2024 Q1	$3.05K	Hold	26	–	–	﹤0.01%	302
2023 Q4	$2.7K	Hold	26	–	–	﹤0.01%	325
2023 Q3	$2.47K	Hold	26	–	–	﹤0.01%	333
2023 Q2	$2.29K	Hold	26	–	–	﹤0.01%	218
2023 Q1	$2.15K	Hold	26	–	–	﹤0.01%	245
2022 Q4	$3K	Buy	+26	New	+$2.63K	﹤0.01%	183
2022 Q3	–	Sell	-32	Closed	-$3K	–	243
2022 Q2	$3K	Buy	32 +6	+23%	+$635	﹤0.01%	180
2022 Q1	$3K	Buy	26 +10	+63%	+$1.14K	﹤0.01%	185
2021 Q4	$2K	Hold	16	–	–	﹤0.01%	179
2021 Q3	$2K	Hold	16	–	–	﹤0.01%	160
2021 Q2	$2K	Hold	16	–	–	﹤0.01%	161
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	173
2020 Q4	$1K	Buy	+16	New	+$1.16K	﹤0.01%	162

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Iron Horse Wealth Management's PRU Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Prudential Financial (PRU) stake by 0.44% in Q2 2025, buying an estimated $311 and bringing the position to 688 shares worth $73.9K. The position accounts for 0.02% of the portfolio, ranked #114.

Iron Horse Wealth Management first reported a position in PRU in Q4 2020 and has held it in 18 quarters since. The position peaked at $82.4K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

Iron Horse Wealth Management held 688 shares of Prudential Financial worth $73.9K as of Q2 2025.
Iron Horse Wealth Management bought 3 Prudential Financial shares in Q2 2025, an estimated $311.
Prudential Financial made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #114 holding.
Iron Horse Wealth Management first reported a position in Prudential Financial in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's Prudential Financial position peaked at $82.4K in Q3 2024.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.