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Meridian Wealth Management’s Prudential Financial PRU Stock Holding History

Meridian 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
Q2 		$451K Buy
4,175
+164
+4% +$16.7K 0.01% 570
2026
Q1 		$392K Sell
4,011
-88
-2% -$9.11K 0.01% 577
2025
Q4 		$463K Buy
4,099
+1,848
+82% +$198K 0.02% 519
2025
Q3 		$233K Sell
2,251
-68
-3% -$7.16K 0.01% 636
2025
Q2 		$249K Sell
2,319
-50
-2% -$5.18K 0.01% 593
2025
Q1 		$265K Buy
2,369
+74
+3% +$8.43K 0.01% 547
2024
Q4 		$272K Sell
2,295
-13
-0.6% -$1.6K 0.01% 536
2024
Q3 		$280K Buy
+2,308
New +$273K 0.01% 534
2024
Q1 		– Sell
-2,058
Closed -$213K – 416
2023
Q4 		$213K Buy
+2,058
New +$197K 0.01% 558
2023
Q2 		– Sell
-2,590
Closed -$214K – 563
2023
Q1 		$214K Buy
2,590
+99
+4% +$9.45K 0.02% 498
2022
Q4 		$248K Sell
2,491
-63
-2% -$6.38K 0.02% 456
2022
Q3 		$219K Sell
2,554
-188
-7% -$18.1K 0.02% 440
2022
Q2 		$262K Buy
2,742
+168
+7% +$17.8K 0.02% 464
2022
Q1 		$304K Sell
2,574
-5,539
-68% -$630K 0.03% 311
2021
Q4 		$878K Buy
8,113
+5
+0.1% +$543 0.09% 169
2021
Q3 		$853K Buy
8,108
+1,027
+15% +$106K 0.11% 164
2021
Q2 		$726K Buy
+7,081
New +$723K 0.09% 181
2019
Q3 		– Sell
-506
Closed -$51.1K – 408
2019
Q2 		$51.1K Buy
+506
New +$50.4K 0.02% 368

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

Meridian Wealth Management's PRU Position: Q2 2026 in Review

Meridian Wealth Management increased its Prudential Financial (PRU) stake by 4.1% in Q2 2026, buying an estimated $16.7K and bringing the position to 4,175 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #570.

Meridian Wealth Management first reported a position in PRU in Q2 2019 and has held it in 18 quarters since. The position peaked at $878K in Q4 2021. 1,412 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Meridian Wealth Management held 4,175 shares of Prudential Financial worth $451K as of Q2 2026.
  • Meridian Wealth Management bought 164 Prudential Financial shares in Q2 2026, an estimated $16.7K.
  • Prudential Financial made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #570 holding.
  • Meridian Wealth Management first reported a position in Prudential Financial in Q2 2019 and has held it in 18 quarters since.
  • Meridian Wealth Management's Prudential Financial position peaked at $878K in Q4 2021.
  • 1,412 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.