Morton Brown Family Wealth’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
Other funds holding PRU
Morton Brown Family Wealth's PRU Position: Q2 2026 in Review
Morton Brown Family Wealth reduced its Prudential Financial (PRU) stake by 25% in Q2 2026, selling an estimated $2.85K and leaving 85 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #202.
Morton Brown Family Wealth first reported a position in PRU in Q4 2021 and has held it in 12 quarters since. The position peaked at $11K in Q1 2026. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.
- Morton Brown Family Wealth held 85 shares of Prudential Financial worth $9.17K as of Q2 2026.
- Morton Brown Family Wealth sold 28 Prudential Financial shares in Q2 2026, an estimated $2.85K.
- Prudential Financial made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #202 holding.
- Morton Brown Family Wealth first reported a position in Prudential Financial in Q4 2021 and has held it in 12 quarters since.
- Morton Brown Family Wealth's Prudential Financial position peaked at $11K in Q1 2026.
- 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.
Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.