SWM
PRU icon

SHP Wealth Management’s Prudential Financial PRU Stock Holding History

SHP 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
2026
Q1 		$174K Sell
1,780
-643
-27% -$66.6K 0.01% 291
2025
Q4 		$273K Buy
+2,423
New +$260K 0.02% 210

Other funds holding PRU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's PRU Position: Q1 2026 in Review

SHP Wealth Management reduced its Prudential Financial (PRU) stake by 27% in Q1 2026, selling an estimated $66.6K and leaving 1,780 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #291.

SHP Wealth Management first reported a position in PRU in Q4 2025 and has held it in 2 quarters since. The position peaked at $273K in Q4 2025. 1,361 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • SHP Wealth Management held 1,780 shares of Prudential Financial worth $174K as of Q1 2026.
  • SHP Wealth Management sold 643 Prudential Financial shares in Q1 2026, an estimated $66.6K.
  • Prudential Financial made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #291 holding.
  • SHP Wealth Management first reported a position in Prudential Financial in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Prudential Financial position peaked at $273K in Q4 2025.
  • 1,361 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.