Strategic Wealth Partners’s Prudential Financial PRU Stock Holding History

Strategic 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 Q2	$30.2K	Sell	280 -10	-3%	-$1.02K	﹤0.01%	651
2026 Q1	$28.3K	Sell	290 -11	-4%	-$1.14K	﹤0.01%	631
2025 Q4	$34K	Sell	301 -480	-61%	-$51.5K	﹤0.01%	590
2025 Q3	$81K	Sell	781 -890	-53%	-$93.7K	0.01%	475
2025 Q2	$180K	Buy	+1,671	New	+$173K	0.01%	326
2019 Q4	–	Sell	-28	Closed	-$2	–	405
2019 Q3	$2	Hold	28	–	–	﹤0.01%	694
2019 Q2	$2K	Hold	28	–	–	﹤0.01%	703
2019 Q1	$3K	Hold	28	–	–	﹤0.01%	706
2018 Q4	$2K	Hold	28	–	–	﹤0.01%	644
2018 Q3	$3K	Hold	28	–	–	﹤0.01%	590
2018 Q2	$3K	Sell	28 -28	-50%	-$2.83K	﹤0.01%	673
2018 Q1	$6K	Buy	56 +15	+37%	+$1.69K	﹤0.01%	619
2017 Q4	$5K	Buy	+41	New	+$4.6K	﹤0.01%	616

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Strategic Wealth Partners's PRU Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Prudential Financial (PRU) stake by 3.4% in Q2 2026, selling an estimated $1.02K and leaving 280 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Strategic Wealth Partners first reported a position in PRU in Q4 2017 and has held it in 13 quarters since. The position peaked at $180K in Q2 2025. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Strategic Wealth Partners held 280 shares of Prudential Financial worth $30.2K as of Q2 2026.
Strategic Wealth Partners sold 10 Prudential Financial shares in Q2 2026, an estimated $1.02K.
Prudential Financial made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #651 holding.
Strategic Wealth Partners first reported a position in Prudential Financial in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's Prudential Financial position peaked at $180K in Q2 2025.
1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.