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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
Q2 		$166K Sell
1,539
-241
-14% -$24.5K 0.01% 336
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SHP Wealth Management's PRU Position: Q2 2026 in Review

SHP Wealth Management reduced its Prudential Financial (PRU) stake by 14% in Q2 2026, selling an estimated $24.5K and leaving 1,539 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #336.

SHP Wealth Management first reported a position in PRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $273K in Q4 2025. 1,417 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • SHP Wealth Management held 1,539 shares of Prudential Financial worth $166K as of Q2 2026.
  • SHP Wealth Management sold 241 Prudential Financial shares in Q2 2026, an estimated $24.5K.
  • Prudential Financial made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #336 holding.
  • SHP Wealth Management first reported a position in Prudential Financial in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Prudential Financial position peaked at $273K in Q4 2025.
  • 1,417 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.