NewEdge Wealth’s Prudential Financial PRU Stock Holding History

NewEdge Wealth’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	–	Sell	-4,363	Closed	-$493K	–	1254
2025 Q4	$493K	Buy	+4,363	New	+$468K	0.01%	848
2025 Q2	–	Sell	-1,936	Closed	-$216K	–	1017
2025 Q1	$216K	Buy	1,936 +77	+4%	+$8.77K	﹤0.01%	871
2024 Q4	$220K	Buy	1,859 +68	+4%	+$8.39K	﹤0.01%	864
2024 Q3	$217K	Buy	1,791 +71	+4%	+$8.39K	﹤0.01%	821
2024 Q2	$202K	Buy	+1,720	New	+$199K	﹤0.01%	729

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

NewEdge Wealth's PRU Position: Q1 2026 in Review

NewEdge Wealth sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 4,363 shares — an estimated $493K sold.

NewEdge Wealth first reported a position in PRU in Q2 2024 and held it in 5 quarters. The position peaked at $493K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

NewEdge Wealth reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 4,363 Prudential Financial shares in Q1 2026, an estimated $493K.
NewEdge Wealth first reported a position in Prudential Financial in Q2 2024 and held it in 5 quarters.
NewEdge Wealth's Prudential Financial position peaked at $493K in Q4 2025.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.