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VSM Wealth Advisory’s Prudential Financial PRU Stock Holding History

VSM Wealth Advisory’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 		$54.2K Hold
502
– – 0.01% 212
2026
Q1 		$49K Sell
502
-64
-11% -$6.63K 0.01% 212
2025
Q4 		$63.9K Buy
566
+64
+13% +$6.86K 0.02% 178
2025
Q3 		$52.1K Hold
502
– – 0.02% 193
2025
Q2 		$53.9K Hold
502
– – 0.02% 204
2025
Q1 		$56.1K Buy
+502
New +$57.2K 0.02% 187

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

VSM Wealth Advisory's PRU Position: Q2 2026 in Review

VSM Wealth Advisory held its Prudential Financial (PRU) position steady in Q2 2026 at 502 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #212.

VSM Wealth Advisory first reported a position in PRU in Q1 2025 and has held it in 6 quarters since. The position peaked at $63.9K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • VSM Wealth Advisory held 502 shares of Prudential Financial worth $54.2K as of Q2 2026.
  • VSM Wealth Advisory left its Prudential Financial share count unchanged in Q2 2026.
  • Prudential Financial made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #212 holding.
  • VSM Wealth Advisory first reported a position in Prudential Financial in Q1 2025 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Prudential Financial position peaked at $63.9K in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.