OPS
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Orion Portfolio Solutions’s Prudential Financial PRU Stock Holding History

Orion Portfolio Solutions’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
Q1 		$4.44M Buy
39,800
+4,280
+12% +$488K 0.04% 379
2024
Q4 		$4.21M Buy
35,520
+16,715
+89% +$2.06M 0.04% 379
2024
Q3 		$2.28M Sell
18,805
-978
-5% -$116K 0.02% 629
2024
Q2 		$2.32M Buy
19,783
+9,239
+88% +$1.07M 0.02% 585
2024
Q1 		$1.24M Sell
10,544
-657
-6% -$70.8K 0.01% 886
2023
Q4 		$1.17M Sell
11,201
-2,138
-16% -$205K 0.01% 880
2023
Q3 		$1.27M Buy
13,339
+938
+8% +$88.7K 0.02% 820
2023
Q2 		$1.09M Buy
12,401
+770
+7% +$64.4K 0.01% 914
2023
Q1 		$962K Buy
11,631
+6,347
+120% +$606K 0.01% 892
2022
Q4 		$526K Buy
5,284
+817
+18% +$82.7K 0.02% 484
2022
Q3 		$383K Sell
4,467
-950
-18% -$91.4K 0.02% 506
2022
Q2 		$518K Sell
5,417
-382
-7% -$40.4K 0.02% 388
2022
Q1 		$685K Sell
5,799
-1,960
-25% -$223K 0.02% 345
2021
Q4 		$840K Buy
7,759
+1,492
+24% +$162K 0.03% 311
2021
Q3 		$659K Buy
6,267
+810
+15% +$83.5K 0.02% 336
2021
Q2 		$559K Sell
5,457
-153
-3% -$15.6K 0.02% 343
2021
Q1 		$511K Buy
5,610
+289
+5% +$24.7K 0.02% 319
2020
Q4 		$415K Buy
5,321
+66
+1% +$4.77K 0.02% 324
2020
Q3 		$334K Sell
5,255
-13
-0.2% -$855 0.02% 324
2020
Q2 		$321K Buy
5,268
+2,071
+65% +$122K 0.02% 309
2020
Q1 		$167K Sell
3,197
-6,817
-68% -$542K 0.01% 349
2019
Q4 		$939K Buy
+10,014
New +$920K 0.07% 140

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Orion Portfolio Solutions's PRU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Prudential Financial (PRU) stake by 12% in Q1 2025, buying an estimated $488K and bringing the position to 39,800 shares worth $4.44M. The position accounts for 0.04% of the portfolio, ranked #379.

Orion Portfolio Solutions first reported a position in PRU in Q4 2019 and has held it in 22 quarters since. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

  • Orion Portfolio Solutions held 39,800 shares of Prudential Financial worth $4.44M as of Q1 2025.
  • Orion Portfolio Solutions bought 4,280 Prudential Financial shares in Q1 2025, an estimated $488K.
  • Prudential Financial made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #379 holding.
  • Orion Portfolio Solutions first reported a position in Prudential Financial in Q4 2019 and has held it in 22 quarters since.
  • 1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.