TWD
PRU icon

True Wealth Design’s Prudential Financial PRU Stock Holding History

True Wealth Design’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 		$64.3K Buy
596
+409
+219% +$41.6K 0.02% 400
2026
Q1 		$18.2K Buy
187
+92
+97% +$9.53K 0.01% 759
2025
Q4 		$10.7K Buy
95
+20
+27% +$2.15K ﹤0.01% 837
2025
Q3 		$7.82K Buy
75
+39
+108% +$4.11K ﹤0.01% 926
2025
Q2 		$3.9K Sell
36
-2
-5% -$207 ﹤0.01% 900
2025
Q1 		$4.28K Buy
38
+31
+443% +$3.53K ﹤0.01% 735
2024
Q4 		$869 Buy
+7
New +$864 ﹤0.01% 972

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 $3.37T AUM 44.26% 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

True Wealth Design's PRU Position: Q2 2026 in Review

True Wealth Design increased its Prudential Financial (PRU) stake by 219% in Q2 2026, buying an estimated $41.6K and bringing the position to 596 shares worth $64.3K. The position accounts for 0.02% of the portfolio, ranked #400.

True Wealth Design first reported a position in PRU in Q4 2024 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • True Wealth Design held 596 shares of Prudential Financial worth $64.3K as of Q2 2026.
  • True Wealth Design bought 409 Prudential Financial shares in Q2 2026, an estimated $41.6K.
  • Prudential Financial made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #400 holding.
  • True Wealth Design first reported a position in Prudential Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.