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Modera Wealth Management’s Prudential Financial PRU Stock Holding History

Modera 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 		$1.05M Sell
9,724
-1,637
-14% -$166K 0.01% 342
2026
Q1 		$1.11M Sell
11,361
-978
-8% -$101K 0.01% 317
2025
Q4 		$1.39M Buy
12,339
+194
+2% +$20.8K 0.02% 301
2025
Q3 		$1.26M Sell
12,145
-949
-7% -$99.9K 0.01% 309
2025
Q2 		$1.41M Buy
13,094
+293
+2% +$30.4K 0.02% 289
2025
Q1 		$1.43M Sell
12,801
-252
-2% -$28.7K 0.02% 279
2024
Q4 		$1.55M Buy
13,053
+283
+2% +$34.9K 0.02% 273
2024
Q3 		$1.55M Sell
12,770
-239
-2% -$28.3K 0.02% 260
2024
Q2 		$1.52M Sell
13,009
-954
-7% -$110K 0.02% 250
2024
Q1 		$1.64M Buy
13,963
+729
+6% +$78.6K 0.03% 247
2023
Q4 		$1.37M Sell
13,234
-355
-3% -$34.1K 0.02% 258
2023
Q3 		$1.29M Sell
13,589
-965
-7% -$91.3K 0.02% 257
2023
Q2 		$1.28M Buy
14,554
+11,778
+424% +$985K 0.02% 268
2023
Q1 		$230K Sell
2,776
-87
-3% -$8.3K 0.01% 320
2022
Q4 		$285K Buy
+2,863
New +$290K 0.01% 291
2022
Q3 		– Sell
-2,847
Closed -$272K – 336
2022
Q2 		$272K Buy
2,847
+64
+2% +$6.77K 0.01% 272
2022
Q1 		$329K Sell
2,783
-3,269
-54% -$372K 0.01% 265
2021
Q4 		$656K Buy
6,052
+3,050
+102% +$331K 0.03% 227
2021
Q3 		$316K Buy
3,002
+731
+32% +$75.3K 0.02% 198
2021
Q2 		$233K Buy
+2,271
New +$232K 0.01% 213

Other funds holding PRU

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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Modera Wealth Management reduced its Prudential Financial (PRU) stake by 14% in Q2 2026, selling an estimated $166K and leaving 9,724 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #342.

Modera Wealth Management first reported a position in PRU in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.64M in Q1 2024. 851 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Modera Wealth Management held 9,724 shares of Prudential Financial worth $1.05M as of Q2 2026.
  • Modera Wealth Management sold 1,637 Prudential Financial shares in Q2 2026, an estimated $166K.
  • Prudential Financial made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Modera Wealth Management first reported a position in Prudential Financial in Q2 2021 and has held it in 20 quarters since.
  • Modera Wealth Management's Prudential Financial position peaked at $1.64M in Q1 2024.
  • 851 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.