Measured Wealth Private Client Group’s Prudential Financial PRU Stock Holding History

Measured Wealth Private Client Group’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 Q2	$18.5K	Buy	+171	New	+$17.4K	﹤0.01%	500
2024 Q3	–	Sell	-1,746	Closed	-$205K	–	199
2024 Q2	$205K	Buy	+1,746	New	+$202K	0.07%	178
2018 Q4	–	Sell	-1,500	Closed	-$153K	–	541
2018 Q3	$153K	Buy	+1,500	New	+$148K	0.09%	180

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Measured Wealth Private Client Group's PRU Position: Q2 2026 in Review

Measured Wealth Private Client Group opened a new position in Prudential Financial (PRU) in Q2 2026: 171 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: Measured Wealth Private Client Group previously reported a position in PRU as recently as Q2 2024.

Measured Wealth Private Client Group first reported a position in PRU in Q3 2018 and has held it in 3 quarters since. The position peaked at $205K in Q2 2024. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Measured Wealth Private Client Group held 171 shares of Prudential Financial worth $18.5K as of Q2 2026.
Prudential Financial was a new Measured Wealth Private Client Group position in Q2 2026.
Prudential Financial made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #500 holding.
Measured Wealth Private Client Group first reported a position in Prudential Financial in Q3 2018 and has held it in 3 quarters since.
Measured Wealth Private Client Group's Prudential Financial position peaked at $205K in Q2 2024.
1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.