Tortoise Investment Management’s Prudential Financial PRU Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-184	Closed	-$19.1K	–	1138
2025 Q3	$19.1K	Buy	184 +5	+3%	+$526	﹤0.01%	526
2025 Q2	$19.2K	Buy	179 +15	+9%	+$1.55K	﹤0.01%	511
2025 Q1	$18.3K	Hold	164	–	–	﹤0.01%	520
2024 Q4	$19.4K	Hold	164	–	–	﹤0.01%	549
2024 Q3	$19.9K	Hold	164	–	–	﹤0.01%	555
2024 Q2	$19.2K	Hold	164	–	–	﹤0.01%	534
2024 Q1	$19.3K	Hold	164	–	–	﹤0.01%	517
2023 Q4	$17K	Sell	164 -11	-6%	-$1.05K	﹤0.01%	494
2023 Q3	$16.6K	Buy	175 +11	+7%	+$1.04K	﹤0.01%	484
2023 Q2	$14.5K	Hold	164	–	–	﹤0.01%	510
2023 Q1	$13.6K	Hold	164	–	–	﹤0.01%	509
2022 Q4	$16.3K	Hold	164	–	–	﹤0.01%	485
2022 Q3	$14K	Sell	164 -125	-43%	-$12K	﹤0.01%	488
2022 Q2	$28K	Hold	289	–	–	0.01%	381
2022 Q1	$34K	Hold	289	–	–	0.01%	355
2021 Q4	$31K	Hold	289	–	–	0.01%	343
2021 Q3	$30K	Hold	289	–	–	0.01%	333
2021 Q2	$30K	Hold	289	–	–	0.01%	329
2021 Q1	$26K	Hold	289	–	–	0.01%	324
2020 Q4	$23K	Hold	289	–	–	0.01%	318
2020 Q3	$18K	Buy	289 +125	+76%	+$8.22K	﹤0.01%	319
2020 Q2	$10K	Hold	164	–	–	﹤0.01%	374
2020 Q1	$9K	Sell	164 -91	-36%	-$7.23K	﹤0.01%	378
2019 Q4	$24K	Sell	255 -5	-2%	-$459	0.01%	298
2019 Q3	$23K	Buy	260 +69	+36%	+$6.25K	0.01%	300
2019 Q2	$19K	Hold	191	–	–	﹤0.01%	349
2019 Q1	$18K	Buy	191 +91	+91%	+$8.39K	﹤0.01%	345
2018 Q4	$8K	Hold	100	–	–	﹤0.01%	411
2018 Q3	$10K	Hold	100	–	–	﹤0.01%	405
2018 Q2	$9K	Hold	100	–	–	﹤0.01%	421
2018 Q1	$10K	Buy	+100	New	+$11.3K	﹤0.01%	385
2017 Q2	–	Sell	-53	Closed	-$6K	–	511
2017 Q1	$6K	Hold	53	–	–	﹤0.01%	377
2016 Q4	$6K	Hold	53	–	–	﹤0.01%	385
2016 Q3	$4K	Hold	53	–	–	﹤0.01%	383
2016 Q2	$4K	Hold	53	–	–	﹤0.01%	408
2016 Q1	$4K	Hold	53	–	–	﹤0.01%	345
2015 Q4	$4K	Hold	53	–	–	﹤0.01%	363
2015 Q3	$4K	Hold	53	–	–	﹤0.01%	348
2015 Q2	$5K	Hold	53	–	–	﹤0.01%	362
2015 Q1	$4K	Sell	53 -48	-48%	-$3.89K	﹤0.01%	357
2014 Q4	$9K	Buy	101 +48	+91%	+$4.12K	﹤0.01%	325
2014 Q3	$5K	Hold	53	–	–	﹤0.01%	338
2014 Q2	$5K	Hold	53	–	–	﹤0.01%	354
2014 Q1	$4K	Hold	53	–	–	﹤0.01%	307
2013 Q4	$5K	Hold	53	–	–	﹤0.01%	280
2013 Q3	$4K	Buy	+53	New	+$4.16K	﹤0.01%	284

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Tortoise Investment Management's PRU Position: Q4 2025 in Review

Tortoise Investment Management sold out of Prudential Financial (PRU) in Q4 2025, closing a stake of 184 shares — an estimated $19.1K sold.

Tortoise Investment Management first reported a position in PRU in Q3 2013 and held it in 46 quarters. The position peaked at $34K in Q1 2022. 1,410 funds tracked by Wall St. Rank hold PRU as of Q4 2025.

Tortoise Investment Management reported no remaining Prudential Financial position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 184 Prudential Financial shares in Q4 2025, an estimated $19.1K.
Tortoise Investment Management first reported a position in Prudential Financial in Q3 2013 and held it in 46 quarters.
Tortoise Investment Management's Prudential Financial position peaked at $34K in Q1 2022.
1,410 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.