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Olistico Wealth’s Prudential Financial PRU Stock Holding History

Olistico 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
2025
Q3 		– Sell
-68
Closed -$7.28K – 276
2025
Q2 		$7.28K Buy
68
+1
+1% +$104 ﹤0.01% 278
2025
Q1 		$7.57K Sell
67
-1
-1% -$114 ﹤0.01% 264
2024
Q4 		$8.03K Buy
68
+1
+1% +$123 ﹤0.01% 251
2024
Q3 		$8.21K Sell
67
-66
-50% -$7.8K 0.01% 256
2024
Q2 		$15.6K Buy
+133
New +$15.3K 0.01% 221

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

Olistico Wealth's PRU Position: Q3 2025 in Review

Olistico Wealth sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 68 shares — an estimated $7.28K sold.

Olistico Wealth first reported a position in PRU in Q2 2024 and held it in 5 quarters. The position peaked at $15.6K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Olistico Wealth reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • Olistico Wealth sold 68 Prudential Financial shares in Q3 2025, an estimated $7.28K.
  • Olistico Wealth first reported a position in Prudential Financial in Q2 2024 and held it in 5 quarters.
  • Olistico Wealth's Prudential Financial position peaked at $15.6K in Q2 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Olistico Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.