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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Preservation Advisors's PRU Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Prudential Financial (PRU) stake by 95% in Q1 2026, selling an estimated $106K and leaving 50 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Wealth Preservation Advisors first reported a position in PRU in Q1 2025 and has held it in 5 quarters since. The position peaked at $148K in Q1 2025. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Wealth Preservation Advisors held 50 shares of Prudential Financial worth $4.88K as of Q1 2026.
  • Wealth Preservation Advisors sold 1,025 Prudential Financial shares in Q1 2026, an estimated $106K.
  • Prudential Financial made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #493 holding.
  • Wealth Preservation Advisors first reported a position in Prudential Financial in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Prudential Financial position peaked at $148K in Q1 2025.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.