Van Hulzen Asset Management’s Prudential Financial PRU Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-1,275	Closed	-$151K	–	893
2024 Q4	$151K	Buy	+1,275	New	+$157K	0.01%	351
2022 Q3	–	Sell	-18,282	Closed	-$1.75M	–	300
2022 Q2	$1.75M	Buy	+18,282	New	+$1.94M	0.21%	89

Other funds holding PRU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Van Hulzen Asset Management's PRU Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 1,275 shares — an estimated $151K sold.

Van Hulzen Asset Management first reported a position in PRU in Q2 2022 and held it in 2 quarters. The position peaked at $1.75M in Q2 2022. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

Van Hulzen Asset Management reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1,275 Prudential Financial shares in Q1 2025, an estimated $151K.
Van Hulzen Asset Management first reported a position in Prudential Financial in Q2 2022 and held it in 2 quarters.
Van Hulzen Asset Management's Prudential Financial position peaked at $1.75M in Q2 2022.
1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.