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Medallion Wealth Advisors’s Prudential Financial PRU Stock Holding History

Medallion Wealth Advisors’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 		$28.5K Sell
264
-99
-27% -$10.1K 0.01% 575
2026
Q1 		$35.5K Hold
363
– – 0.01% 540
2025
Q4 		$41K Hold
363
– – 0.01% 502
2025
Q3 		$37.7K Hold
363
– – 0.01% 514
2025
Q2 		$39.4K Hold
363
– – 0.02% 498
2025
Q1 		$40.5K Hold
363
– – 0.02% 456
2024
Q4 		$42.3K Buy
+363
New +$44.8K 0.02% 439

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Medallion Wealth Advisors's PRU Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Prudential Financial (PRU) stake by 27% in Q2 2026, selling an estimated $10.1K and leaving 264 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #575.

Medallion Wealth Advisors first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $42.3K in Q4 2024. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Medallion Wealth Advisors held 264 shares of Prudential Financial worth $28.5K as of Q2 2026.
  • Medallion Wealth Advisors sold 99 Prudential Financial shares in Q2 2026, an estimated $10.1K.
  • Prudential Financial made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #575 holding.
  • Medallion Wealth Advisors first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Prudential Financial position peaked at $42.3K in Q4 2024.
  • 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.