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Laurel Oak Wealth Management’s Prudential Financial PRU Stock Holding History

Laurel Oak 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
2026
Q1 		– Sell
-1,867
Closed -$211K – 381
2025
Q4 		$211K Buy
+1,867
New +$200K 0.04% 338

Other funds holding PRU

BlackRock
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Laurel Oak Wealth Management's PRU Position: Q1 2026 in Review

Laurel Oak Wealth Management sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 1,867 shares — an estimated $211K sold.

Laurel Oak Wealth Management first reported a position in PRU in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 1,368 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Laurel Oak Wealth Management reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 1,867 Prudential Financial shares in Q1 2026, an estimated $211K.
  • Laurel Oak Wealth Management first reported a position in Prudential Financial in Q4 2025 and held it in 1 quarter.
  • Laurel Oak Wealth Management's Prudential Financial position peaked at $211K in Q4 2025.
  • 1,368 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.