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Stratos Wealth Partners’s Prudential Financial PRU Stock Holding History

Stratos 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
Q1 		$802K Sell
8,208
-164
-2% -$17K 0.01% 879
2025
Q4 		$945K Sell
8,372
-1,212
-13% -$130K 0.01% 795
2025
Q3 		$994K Buy
9,584
+1,079
+13% +$114K 0.01% 756
2025
Q2 		$914K Buy
8,505
+359
+4% +$37.2K 0.01% 719
2025
Q1 		$910K Sell
8,146
-1,374
-14% -$157K 0.01% 692
2024
Q4 		$1.13M Sell
9,520
-245
-3% -$30.2K 0.02% 650
2024
Q3 		$1.18M Buy
9,765
+301
+3% +$35.6K 0.02% 617
2024
Q2 		$1.11M Sell
9,464
-5,080
-35% -$586K 0.02% 605
2024
Q1 		$1.71M Buy
14,544
+488
+3% +$52.6K 0.03% 485
2023
Q4 		$1.46M Sell
14,056
-193
-1% -$18.5K 0.03% 495
2023
Q3 		$1.35M Sell
14,249
-1,368
-9% -$129K 0.03% 474
2023
Q2 		$1.38M Buy
15,617
+1,223
+8% +$102K 0.03% 441
2023
Q1 		$1.19M Sell
14,394
-1,874
-12% -$179K 0.03% 435
2022
Q4 		$1.62M Sell
16,268
-165
-1% -$16.7K 0.04% 389
2022
Q3 		$1.41M Buy
16,433
+424
+3% +$40.8K 0.04% 390
2022
Q2 		$1.53M Buy
16,009
+487
+3% +$51.5K 0.04% 375
2022
Q1 		$1.83M Sell
15,522
-2,771
-15% -$315K 0.04% 378
2021
Q4 		$1.98M Buy
18,293
+7,760
+74% +$843K 0.04% 355
2021
Q3 		$1.11M Sell
10,533
-353
-3% -$36.4K 0.03% 492
2021
Q2 		$1.12M Sell
10,886
-80
-0.7% -$8.17K 0.03% 511
2021
Q1 		$999K Buy
10,966
+898
+9% +$76.9K 0.03% 498
2020
Q4 		$786K Buy
10,068
+42
+0.4% +$3.04K 0.02% 525
2020
Q3 		$637K Sell
10,026
-622
-6% -$40.9K 0.02% 535
2020
Q2 		$648K Buy
10,648
+2,117
+25% +$124K 0.02% 509
2020
Q1 		$445K Sell
8,531
-96
-1% -$7.63K 0.02% 557
2019
Q4 		$809K Buy
8,627
+797
+10% +$73.2K 0.03% 452
2019
Q3 		$704K Buy
7,830
+567
+8% +$51.4K 0.03% 471
2019
Q2 		$734K Sell
7,263
-1,021
-12% -$102K 0.03% 455
2019
Q1 		$761K Buy
8,284
+1,188
+17% +$110K 0.03% 436
2018
Q4 		$579K Buy
7,096
+137
+2% +$12.6K 0.03% 465
2018
Q3 		$705K Sell
6,959
-4,661
-40% -$459K 0.03% 427
2018
Q2 		$1.09M Buy
11,620
+5,644
+94% +$570K 0.05% 340
2018
Q1 		$619K Buy
5,976
+76
+1% +$8.57K 0.03% 480
2017
Q4 		$678K Sell
5,900
-281
-5% -$31.5K 0.03% 445
2017
Q3 		$657K Sell
6,181
-496
-7% -$53K 0.03% 427
2017
Q2 		$722K Buy
6,677
+574
+9% +$60.9K 0.04% 361
2017
Q1 		$651K Buy
6,103
+77
+1% +$8.31K 0.04% 362
2016
Q4 		$627K Sell
6,026
-152
-2% -$14.4K 0.04% 340
2016
Q3 		$504K Buy
6,178
+367
+6% +$28.2K 0.03% 362
2016
Q2 		$415K Buy
5,811
+398
+7% +$30K 0.03% 370
2016
Q1 		$391K Buy
5,413
+691
+15% +$48.2K 0.03% 351
2015
Q4 		$384K Buy
4,722
+1,219
+35% +$101K 0.03% 362
2015
Q3 		$267K Sell
3,503
-251
-7% -$21.1K 0.03% 411
2015
Q2 		$329K Sell
3,754
-15,629
-81% -$1.33M 0.04% 347
2015
Q1 		$1.56M Buy
19,383
+15,845
+448% +$1.28M 0.19% 114
2014
Q4 		$320K Buy
+3,538
New +$304K 0.06% 341

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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

Stratos Wealth Partners's PRU Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Prudential Financial (PRU) stake by 2% in Q1 2026, selling an estimated $17K and leaving 8,208 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #879.

Stratos Wealth Partners first reported a position in PRU in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.98M in Q4 2021. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Stratos Wealth Partners held 8,208 shares of Prudential Financial worth $802K as of Q1 2026.
  • Stratos Wealth Partners sold 164 Prudential Financial shares in Q1 2026, an estimated $17K.
  • Prudential Financial made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #879 holding.
  • Stratos Wealth Partners first reported a position in Prudential Financial in Q4 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's Prudential Financial position peaked at $1.98M in Q4 2021.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.