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Ruedi Wealth Management’s Prudential Financial PRU Stock Holding History

Ruedi 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
Q2 		– Sell
-82
Closed -$9.16K – 257
2025
Q1 		$9.16K Hold
82
– – ﹤0.01% 174
2024
Q4 		$9.72K Hold
82
– – ﹤0.01% 168
2024
Q3 		$9.93K Sell
82
-16
-16% -$1.89K ﹤0.01% 173
2024
Q2 		$11.5K Buy
98
+16
+20% +$1.85K ﹤0.01% 172
2024
Q1 		$9.63K Hold
82
– – ﹤0.01% 167
2023
Q4 		$8.5K Hold
82
– – ﹤0.01% 149
2023
Q3 		$7.78K Hold
82
– – ﹤0.01% 141
2023
Q2 		$7.23K Sell
82
-1
-1% -$84 ﹤0.01% 153
2023
Q1 		$6.87K Hold
83
– – ﹤0.01% 180
2022
Q4 		$8.26K Buy
+83
New +$8.41K 0.01% 150

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Ruedi Wealth Management's PRU Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Prudential Financial (PRU) in Q2 2025, closing a stake of 82 shares — an estimated $9.16K sold.

Ruedi Wealth Management first reported a position in PRU in Q4 2022 and held it in 10 quarters. The position peaked at $11.5K in Q2 2024. 1,311 funds tracked by Wall St. Rank hold PRU as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Prudential Financial position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 82 Prudential Financial shares in Q2 2025, an estimated $9.16K.
  • Ruedi Wealth Management first reported a position in Prudential Financial in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Prudential Financial position peaked at $11.5K in Q2 2024.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.