Shelton Capital Management’s Prudential Financial PRU Stock Holding History

Shelton Capital 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
2026 Q1	–	Sell	-2,005	Closed	-$226K	–	777
2025 Q4	$226K	Hold	2,005	–	–	﹤0.01%	609
2025 Q3	$208K	Buy	2,005 +47	+2%	+$4.95K	﹤0.01%	678
2025 Q2	$210K	Sell	1,958 -58	-3%	-$6.01K	﹤0.01%	648
2025 Q1	$225K	Hold	2,016	–	–	0.01%	608
2024 Q4	$239K	Sell	2,016 -120	-6%	-$14.8K	0.01%	607
2024 Q3	$259K	Hold	2,136	–	–	0.01%	571
2024 Q2	$250K	Hold	2,136	–	–	0.01%	573
2024 Q1	$251K	Hold	2,136	–	–	0.01%	615
2023 Q4	$222K	Sell	2,136 -130	-6%	-$12.5K	0.01%	646
2023 Q3	$215K	Buy	+2,266	New	+$214K	0.01%	626
2023 Q1	–	Sell	-2,454	Closed	-$244K	–	758
2022 Q4	$244K	Hold	2,454	–	–	0.03%	538
2022 Q3	$211K	Hold	2,454	–	–	0.01%	612
2022 Q2	$235K	Hold	2,454	–	–	0.01%	596
2022 Q1	$290K	Hold	2,454	–	–	0.01%	574
2021 Q4	$266K	Sell	2,454 -117	-5%	-$12.7K	0.01%	623
2021 Q3	$270K	Hold	2,571	–	–	0.01%	609
2021 Q2	$263K	Hold	2,571	–	–	0.01%	647
2021 Q1	$234K	Sell	2,571 -121	-4%	-$10.4K	0.01%	676
2020 Q4	$210K	Sell	2,692 -45,700	-94%	-$3.3M	0.01%	666
2020 Q3	$3.07M	Buy	+48,392	New	+$3.18M	0.13%	182
2020 Q1	–	Sell	-2,839	Closed	-$266K	–	785
2019 Q4	$266K	Sell	2,839 -702	-20%	-$64.5K	0.01%	592
2019 Q3	$319K	Hold	3,541	–	–	0.02%	501
2019 Q2	$358K	Buy	3,541 +3,216	+990%	+$321K	0.02%	459
2019 Q1	$3.54K	Sell	325 -3,216	-91%	-$297K	0.01%	676
2018 Q4	$289K	Hold	3,541	–	–	0.02%	495
2018 Q3	$359K	Hold	3,541	–	–	0.02%	498
2018 Q2	$331K	Hold	3,541	–	–	0.02%	516
2018 Q1	$367K	Hold	3,541	–	–	0.02%	464
2017 Q4	$407K	Hold	3,541	–	–	0.03%	442
2017 Q3	$376K	Hold	3,541	–	–	0.03%	468
2017 Q2	$383K	Hold	3,541	–	–	0.03%	452
2017 Q1	$378K	Hold	3,541	–	–	0.03%	471
2016 Q4	$368K	Sell	3,541 -500	-12%	-$47.4K	0.03%	509
2016 Q3	$330K	Sell	4,041 -100	-2%	-$7.67K	0.03%	537
2016 Q2	$295K	Hold	4,141	–	–	0.03%	560
2016 Q1	$299K	Sell	4,141 -402	-9%	-$28K	0.03%	565
2015 Q4	$370K	Sell	4,543 -2,400	-35%	-$198K	0.04%	449
2015 Q3	$529K	Sell	6,943 -400	-5%	-$33.6K	0.06%	331
2015 Q2	$643K	Sell	7,343 -500	-6%	-$42.4K	0.07%	285
2015 Q1	$630K	Buy	7,843 +402	+5%	+$32.6K	0.07%	299
2014 Q4	$673K	Buy	7,441 +700	+10%	+$60.1K	0.08%	264
2014 Q3	$593K	Buy	6,741 +2,400	+55%	+$215K	0.08%	280
2014 Q2	$385K	Sell	4,341 -1,300	-23%	-$109K	0.05%	451
2014 Q1	$478K	Buy	5,641 +1,400	+33%	+$120K	0.07%	345
2013 Q4	$391K	Buy	4,241 +500	+13%	+$42.7K	0.06%	413
2013 Q3	$292K	Hold	3,741	–	–	0.05%	478
2013 Q2	$273K	Buy	+3,741	New	+$243K	0.05%	462

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shelton Capital Management's PRU Position: Q1 2026 in Review

Shelton Capital Management sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 2,005 shares — an estimated $226K sold.

Shelton Capital Management first reported a position in PRU in Q2 2013 and held it in 47 quarters. The position peaked at $3.07M in Q3 2020. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Shelton Capital Management reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
Shelton Capital Management sold 2,005 Prudential Financial shares in Q1 2026, an estimated $226K.
Shelton Capital Management first reported a position in Prudential Financial in Q2 2013 and held it in 47 quarters.
Shelton Capital Management's Prudential Financial position peaked at $3.07M in Q3 2020.
1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.