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Meritage Portfolio Management’s Prudential Financial PRU Stock Holding History

Meritage Portfolio 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
2025
Q4 		$3.34M Sell
29,564
-299
-1% -$32.1K 0.22% 132
2025
Q3 		$3.1M Sell
29,863
-418
-1% -$44K 0.21% 135
2025
Q2 		$3.25M Buy
+30,281
New +$3.14M 0.21% 134
2022
Q3 		– Sell
-67,684
Closed -$6.48M – 333
2022
Q2 		$6.48M Buy
67,684
+1,007
+2% +$107K 0.5% 61
2022
Q1 		$7.88M Buy
66,677
+415
+0.6% +$47.2K 0.49% 59
2021
Q4 		$7.17M Buy
66,262
+687
+1% +$74.6K 0.41% 68
2021
Q3 		$6.9M Buy
65,575
+701
+1% +$72.2K 0.41% 62
2021
Q2 		$6.65M Buy
64,874
+1,769
+3% +$181K 0.4% 66
2021
Q1 		$5.75M Buy
63,105
+11,122
+21% +$952K 0.38% 71
2020
Q4 		$4.06M Buy
51,983
+2,919
+6% +$211K 0.3% 74
2020
Q3 		$3.12M Buy
49,064
+377
+0.8% +$24.8K 0.28% 88
2020
Q2 		$2.96M Sell
48,687
-1,705
-3% -$100K 0.29% 102
2020
Q1 		$2.63M Buy
50,392
+18,409
+58% +$1.46M 0.36% 84
2019
Q4 		$3M Sell
31,983
-1,529
-5% -$140K 0.26% 132
2019
Q3 		$3.01M Sell
33,512
-13,913
-29% -$1.26M 0.29% 113
2019
Q2 		$4.79M Sell
47,425
-8,155
-15% -$813K 0.49% 67
2019
Q1 		$5.11M Sell
55,580
-1,530
-3% -$141K 0.52% 68
2018
Q4 		$4.66M Sell
57,110
-2,658
-4% -$245K 0.53% 68
2018
Q3 		$6.06M Sell
59,768
-1,070
-2% -$105K 0.55% 62
2018
Q2 		$5.69M Sell
60,838
-2,254
-4% -$228K 0.55% 64
2018
Q1 		$6.53M Sell
63,092
-662
-1% -$74.6K 0.63% 46
2017
Q4 		$7.33M Sell
63,754
-1,046
-2% -$117K 0.7% 33
2017
Q3 		$6.89M Buy
64,800
+70
+0.1% +$7.48K 0.68% 46
2017
Q2 		$7M Sell
64,730
-1,323
-2% -$140K 0.72% 30
2017
Q1 		$7.05M Buy
66,053
+1,273
+2% +$137K 0.74% 30
2016
Q4 		$6.74M Sell
64,780
-2,971
-4% -$282K 0.74% 40
2016
Q3 		$5.53M Sell
67,751
-2,184
-3% -$168K 0.61% 62
2016
Q2 		$4.99M Sell
69,935
-1,269
-2% -$95.8K 0.56% 74
2016
Q1 		$5.14M Sell
71,204
-1,110
-2% -$77.4K 0.58% 73
2015
Q4 		$5.89M Sell
72,314
-450
-0.6% -$37.2K 0.66% 48
2015
Q3 		$5.54M Buy
72,764
+229
+0.3% +$19.2K 0.64% 51
2015
Q2 		$6.35M Sell
72,535
-206
-0.3% -$17.5K 0.67% 37
2015
Q1 		$5.84M Buy
72,741
+130
+0.2% +$10.5K 0.59% 64
2014
Q4 		$6.57M Sell
72,611
-1,275
-2% -$110K 0.7% 28
2014
Q3 		$6.5M Sell
73,886
-890
-1% -$79.6K 0.74% 28
2014
Q2 		$6.64M Buy
74,776
+1,295
+2% +$109K 0.72% 33
2014
Q1 		$6.22M Buy
73,481
+1,825
+3% +$157K 0.75% 31
2013
Q4 		$6.61M Sell
71,656
-3,314
-4% -$283K 0.82% 21
2013
Q3 		$5.85M Buy
74,970
+498
+0.7% +$39.1K 0.76% 33
2013
Q2 		$5.44M Buy
+74,472
New +$4.83M 0.78% 27

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Meritage Portfolio Management's PRU Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Prudential Financial (PRU) stake by 1% in Q4 2025, selling an estimated $32.1K and leaving 29,564 shares worth $3.34M. The position accounts for 0.22% of the portfolio, ranked #132.

Meritage Portfolio Management first reported a position in PRU in Q2 2013 and has held it in 40 quarters since. The position peaked at $7.88M in Q1 2022. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

  • Meritage Portfolio Management held 29,564 shares of Prudential Financial worth $3.34M as of Q4 2025.
  • Meritage Portfolio Management sold 299 Prudential Financial shares in Q4 2025, an estimated $32.1K.
  • Prudential Financial made up 0.22% of Meritage Portfolio Management's portfolio in Q4 2025, its #132 holding.
  • Meritage Portfolio Management first reported a position in Prudential Financial in Q2 2013 and has held it in 40 quarters since.
  • Meritage Portfolio Management's Prudential Financial position peaked at $7.88M in Q1 2022.
  • 1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.