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Paulson Wealth Management’s Prudential Financial PRU Stock Holding History

Paulson 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
2025
Q3 		– Sell
-1,911
Closed -$205K – 143
2025
Q2 		$205K Sell
1,911
-6
-0.3% -$622 0.05% 139
2025
Q1 		$214K Sell
1,917
-40
-2% -$4.56K 0.06% 125
2024
Q4 		$232K Buy
1,957
+298
+18% +$36.8K 0.06% 130
2024
Q3 		$201K Buy
+1,659
New +$196K 0.05% 148
2022
Q4 		– Sell
-2,535
Closed -$217K – 90
2022
Q3 		$217K Buy
+2,535
New +$244K 0.12% 72

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

Paulson Wealth Management's PRU Position: Q3 2025 in Review

Paulson Wealth Management sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 1,911 shares — an estimated $205K sold.

Paulson Wealth Management first reported a position in PRU in Q3 2022 and held it in 5 quarters. The position peaked at $232K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Paulson Wealth Management reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • Paulson Wealth Management sold 1,911 Prudential Financial shares in Q3 2025, an estimated $205K.
  • Paulson Wealth Management first reported a position in Prudential Financial in Q3 2022 and held it in 5 quarters.
  • Paulson Wealth Management's Prudential Financial position peaked at $232K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

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