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Orca Wealth Management’s Prudential Financial PRU Stock Holding History

Orca 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
Q1 		– Sell
-28,865
Closed -$3.21M – 70
2025
Q4 		$3.21M Buy
28,865
+32
+0.1% +$3.43K 2.3% 14
2025
Q3 		$2.99M Sell
28,833
-146
-0.5% -$15.4K 2.27% 13
2025
Q2 		$3.11M Sell
28,979
-21
-0.1% -$2.18K 2.62% 12
2025
Q1 		$3.24M Buy
29,000
+115
+0.4% +$13.1K 2.9% 11
2024
Q4 		$3.42M Buy
+28,885
New +$3.57M 3.08% 9

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orca Wealth Management's PRU Position: Q1 2026 in Review

Orca Wealth Management sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 28,865 shares — an estimated $3.21M sold.

Orca Wealth Management first reported a position in PRU in Q4 2024 and held it in 5 quarters. The position peaked at $3.42M in Q4 2024. 1,355 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Orca Wealth Management reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
  • Orca Wealth Management sold 28,865 Prudential Financial shares in Q1 2026, an estimated $3.21M.
  • Orca Wealth Management first reported a position in Prudential Financial in Q4 2024 and held it in 5 quarters.
  • Orca Wealth Management's Prudential Financial position peaked at $3.42M in Q4 2024.
  • 1,355 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Orca Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.