Morse Asset Management’s Prudential Financial PRU Stock Holding History

Morse Asset 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 Q1	$12.5K	Buy	128 +10	+8%	+$1.04K	﹤0.01%	286
2025 Q4	$13.3K	Buy	118 +75	+174%	+$8.04K	﹤0.01%	273
2025 Q3	$4.46K	Buy	+43	New	+$4.53K	﹤0.01%	304
2025 Q1	–	Sell	-86	Closed	-$10.2K	–	375
2024 Q4	$10.2K	Sell	86 -43	-33%	-$5.31K	﹤0.01%	249
2024 Q3	$15.6K	Buy	+129	New	+$15.3K	﹤0.01%	249
2022 Q3	–	Sell	-5,630	Closed	-$539K	–	137
2022 Q2	$539K	Sell	5,630 -2,390	-30%	-$253K	0.17%	107
2022 Q1	$948K	Sell	8,020 -2,335	-23%	-$266K	0.24%	95
2021 Q4	$1.12M	Buy	+10,355	New	+$1.12M	0.25%	81

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morse Asset Management's PRU Position: Q1 2026 in Review

Morse Asset Management increased its Prudential Financial (PRU) stake by 8.5% in Q1 2026, buying an estimated $1.04K and bringing the position to 128 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Morse Asset Management first reported a position in PRU in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.12M in Q4 2021. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Morse Asset Management held 128 shares of Prudential Financial worth $12.5K as of Q1 2026.
Morse Asset Management bought 10 Prudential Financial shares in Q1 2026, an estimated $1.04K.
Prudential Financial made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #286 holding.
Morse Asset Management first reported a position in Prudential Financial in Q4 2021 and has held it in 8 quarters since.
Morse Asset Management's Prudential Financial position peaked at $1.12M in Q4 2021.
1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.