Oxler Private Wealth’s Prudential Financial PRU Stock Holding History

Oxler Private 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	-11,371	Closed	-$1.22M	–	92
2025 Q2	$1.22M	Buy	11,371 +143	+1%	+$14.8K	0.38%	38
2025 Q1	$1.25M	Buy	11,228 +140	+1%	+$16K	0.44%	39
2024 Q4	$1.31M	Buy	11,088 +117	+1%	+$14.4K	0.43%	38
2024 Q3	$1.33M	Buy	10,971 +123	+1%	+$14.5K	0.46%	37
2024 Q2	$1.27M	Buy	10,848 +121	+1%	+$14K	0.47%	38
2024 Q1	$1.26M	Buy	+10,727	New	+$1.16M	0.49%	39
2023 Q4	–	Sell	-10,475	Closed	-$994K	–	90
2023 Q3	$994K	Buy	10,475 +135	+1%	+$12.8K	0.5%	43
2023 Q2	$912K	Buy	10,340 +150	+1%	+$12.6K	0.43%	48
2023 Q1	$843K	Buy	10,190 +146	+1%	+$13.9K	0.42%	54
2022 Q4	$999K	Buy	10,044 +114	+1%	+$11.5K	0.54%	48
2022 Q3	$852K	Buy	9,930 +121	+1%	+$11.6K	0.48%	51
2022 Q2	$939K	Buy	9,809 +122	+1%	+$12.9K	0.45%	54
2022 Q1	$1.14M	Buy	9,687 +107	+1%	+$12.2K	0.52%	51
2021 Q4	$1.04M	Buy	9,580 +103	+1%	+$11.2K	0.43%	62
2021 Q3	$996K	Hold	9,477	–	–	0.44%	62
2021 Q2	$971K	Hold	9,477	–	–	0.42%	65
2021 Q1	$863K	Buy	9,477 +4,000	+73%	+$342K	0.44%	62
2020 Q4	$427K	Buy	+5,477	New	+$396K	0.24%	74

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Oxler Private Wealth's PRU Position: Q3 2025 in Review

Oxler Private Wealth sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 11,371 shares — an estimated $1.22M sold.

Oxler Private Wealth first reported a position in PRU in Q4 2020 and held it in 18 quarters. The position peaked at $1.33M in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

Oxler Private Wealth reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
Oxler Private Wealth sold 11,371 Prudential Financial shares in Q3 2025, an estimated $1.22M.
Oxler Private Wealth first reported a position in Prudential Financial in Q4 2020 and held it in 18 quarters.
Oxler Private Wealth's Prudential Financial position peaked at $1.33M in Q3 2024.
1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Oxler Private Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.