Marietta Investment Partners’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $248K | Hold |
2,300
| – | – | 0.04% | 158 |
|
|
2026
Q1 | $225K | Sell |
2,300
-2,300
| -50% | -$238K | 0.05% | 153 |
|
|
2025
Q4 | $519K | Sell |
4,600
-2,600
| -36% | -$279K | 0.1% | 116 |
|
|
2025
Q3 | $747K | Hold |
7,200
| – | – | 0.14% | 106 |
|
|
2025
Q2 | $774K | Hold |
7,200
| – | – | 0.17% | 102 |
|
|
2025
Q1 | $804K | Hold |
7,200
| – | – | 0.19% | 94 |
|
|
2024
Q4 | $853K | Hold |
7,200
| – | – | 0.19% | 88 |
|
|
2024
Q3 | $872K | Hold |
7,200
| – | – | 0.19% | 95 |
|
|
2024
Q2 | $844K | Hold |
7,200
| – | – | 0.19% | 91 |
|
|
2024
Q1 | $845K | Hold |
7,200
| – | – | 0.18% | 95 |
|
|
2023
Q4 | $747K | Hold |
7,200
| – | – | 0.19% | 93 |
|
|
2023
Q3 | $683K | Hold |
7,200
| – | – | 0.19% | 94 |
|
|
2023
Q2 | $635K | Hold |
7,200
| – | – | 0.16% | 102 |
|
|
2023
Q1 | $596K | Hold |
7,200
| – | – | 0.17% | 106 |
|
|
2022
Q4 | $716K | Hold |
7,200
| – | – | 0.2% | 94 |
|
|
2022
Q3 | $756K | Hold |
7,200
| – | – | 0.22% | 90 |
|
|
2022
Q2 | $689K | Hold |
7,200
| – | – | 0.21% | 95 |
|
|
2022
Q1 | $851K | Hold |
7,200
| – | – | 0.19% | 96 |
|
|
2021
Q4 | $779K | Hold |
7,200
| – | – | 0.16% | 102 |
|
|
2021
Q3 | $757K | Hold |
7,200
| – | – | 0.17% | 100 |
|
|
2021
Q2 | $738K | Hold |
7,200
| – | – | 0.17% | 99 |
|
|
2021
Q1 | $656K | Hold |
7,200
| – | – | 0.16% | 98 |
|
|
2020
Q4 | $562K | Hold |
7,200
| – | – | 0.14% | 97 |
|
|
2020
Q3 | $457K | Hold |
7,200
| – | – | 0.14% | 100 |
|
|
2020
Q2 | $438K | Buy |
+7,200
| New | +$423K | 0.15% | 93 |
|
|
2018
Q4 | – | Sell |
-6,590
| Closed | -$668K | – | 142 |
|
|
2018
Q3 | $668K | Sell |
6,590
-180
| -3% | -$17.7K | 0.2% | 81 |
|
|
2018
Q2 | $633K | Sell |
6,770
-6,688
| -50% | -$676K | 0.2% | 89 |
|
|
2018
Q1 | $1.39M | Sell |
13,458
-1,370
| -9% | -$154K | 0.42% | 56 |
|
|
2017
Q4 | $1.71M | Sell |
14,828
-90
| -0.6% | -$10.1K | 0.48% | 51 |
|
|
2017
Q3 | $1.59M | Sell |
14,918
-50
| -0.3% | -$5.34K | 0.48% | 49 |
|
|
2017
Q2 | $1.62M | Sell |
14,968
-200
| -1% | -$21.2K | 0.52% | 50 |
|
|
2017
Q1 | $1.62M | Buy |
15,168
+2,026
| +15% | +$219K | 0.54% | 51 |
|
|
2016
Q4 | $1.37M | Buy |
+13,142
| New | +$1.25M | 0.48% | 55 |
|
Other funds holding PRU
VCM
VPM
Marietta Investment Partners's PRU Position: Q2 2026 in Review
Marietta Investment Partners held its Prudential Financial (PRU) position steady in Q2 2026 at 2,300 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #158.
Marietta Investment Partners first reported a position in PRU in Q4 2016 and has held it in 33 quarters since. The position peaked at $1.71M in Q4 2017. 1,249 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Marietta Investment Partners held 2,300 shares of Prudential Financial worth $248K as of Q2 2026.
- Marietta Investment Partners left its Prudential Financial share count unchanged in Q2 2026.
- Prudential Financial made up 0.04% of Marietta Investment Partners's portfolio in Q2 2026, its #158 holding.
- Marietta Investment Partners first reported a position in Prudential Financial in Q4 2016 and has held it in 33 quarters since.
- Marietta Investment Partners's Prudential Financial position peaked at $1.71M in Q4 2017.
- 1,249 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.