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Wealth Preservation Advisors’s Prudential Financial PRU Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-50
Closed -$4.88K – 727
2026
Q1 		$4.88K Sell
50
-1,025
-95% -$106K ﹤0.01% 493
2025
Q4 		$121K Hold
1,075
– – 0.06% 123
2025
Q3 		$112K Hold
1,075
– – 0.06% 123
2025
Q2 		$115K Sell
1,075
-250
-19% -$25.9K 0.07% 123
2025
Q1 		$148K Buy
+1,325
New +$151K 0.11% 95

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

Wealth Preservation Advisors's PRU Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Prudential Financial (PRU) in Q2 2026, closing a stake of 50 shares — an estimated $4.88K sold.

Wealth Preservation Advisors first reported a position in PRU in Q1 2025 and held it in 5 quarters. The position peaked at $148K in Q1 2025. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Prudential Financial position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 50 Prudential Financial shares in Q2 2026, an estimated $4.88K.
  • Wealth Preservation Advisors first reported a position in Prudential Financial in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Prudential Financial position peaked at $148K in Q1 2025.
  • 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.