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Quotient Wealth Partners’s Prudential Financial PRU Stock Holding History

Quotient Wealth Partners’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 		$202K Sell
2,069
-38
-2% -$3.94K 0.01% 359
2025
Q4 		$238K Sell
2,107
-60
-3% -$6.43K 0.01% 313
2025
Q3 		$225K Sell
2,167
-205
-9% -$21.6K 0.01% 328
2025
Q2 		$255K Buy
2,372
+44
+2% +$4.56K 0.01% 299
2025
Q1 		$260K Sell
2,328
-74
-3% -$8.43K 0.01% 280
2024
Q4 		$285K Buy
2,402
+38
+2% +$4.69K 0.01% 256
2024
Q3 		$286K Sell
2,364
-60
-2% -$7.09K 0.01% 255
2024
Q2 		$284K Buy
2,424
+92
+4% +$10.6K 0.01% 252
2024
Q1 		$274K Buy
2,332
+169
+8% +$18.2K 0.01% 245
2023
Q4 		$224K Buy
+2,163
New +$207K 0.01% 258

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

Quotient Wealth Partners's PRU Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Prudential Financial (PRU) stake by 1.8% in Q1 2026, selling an estimated $3.94K and leaving 2,069 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #359.

Quotient Wealth Partners first reported a position in PRU in Q4 2023 and has held it in 10 quarters since. The position peaked at $286K in Q3 2024. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Quotient Wealth Partners held 2,069 shares of Prudential Financial worth $202K as of Q1 2026.
  • Quotient Wealth Partners sold 38 Prudential Financial shares in Q1 2026, an estimated $3.94K.
  • Prudential Financial made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #359 holding.
  • Quotient Wealth Partners first reported a position in Prudential Financial in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Prudential Financial position peaked at $286K in Q3 2024.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.