Wealth Enhancement Trust Services
PRU icon

Wealth Enhancement Trust Services’s Prudential Financial PRU Stock Holding History

Wealth Enhancement Trust Services’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
Q3 		$107K Sell
939
-300
-24% -$35.8K 0.01% 349
2026
Q2 		$134K Buy
1,239
+94
+8% +$9.6K 0.01% 332
2026
Q1 		$112K Sell
1,145
-4
-0.3% -$414 0.01% 330
2025
Q4 		$130K Buy
+1,149
New +$123K 0.02% 299

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Morgan Stanley
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Invesco
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Wealth Enhancement Trust Services's PRU Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its Prudential Financial (PRU) stake by 24% in Q3 2026, selling an estimated $35.8K and leaving 939 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #349.

Wealth Enhancement Trust Services first reported a position in PRU in Q4 2025 and has held it in 4 quarters since. The position peaked at $134K in Q2 2026. 1,256 funds tracked by Wall St. Rank hold PRU as of Q3 2026.

  • Wealth Enhancement Trust Services held 939 shares of Prudential Financial worth $107K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 300 Prudential Financial shares in Q3 2026, an estimated $35.8K.
  • Prudential Financial made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #349 holding.
  • Wealth Enhancement Trust Services first reported a position in Prudential Financial in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Prudential Financial position peaked at $134K in Q2 2026.
  • 1,256 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.