Wealthcare Advisory Partners’s Prudential Financial PRU Stock Holding History

Wealthcare Advisory Partners’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	$312K	Sell	2,891 -1,836	-39%	-$187K	0.01%	864
2026 Q1	$462K	Sell	4,727 -244	-5%	-$25.3K	0.01%	723
2025 Q4	$561K	Buy	4,971 +454	+10%	+$48.7K	0.01%	658
2025 Q3	$469K	Sell	4,517 -29	-0.6%	-$3.05K	0.01%	700
2025 Q2	$488K	Buy	4,546 +207	+5%	+$21.4K	0.01%	649
2025 Q1	$485K	Sell	4,339 -1,354	-24%	-$154K	0.01%	601
2024 Q4	$675K	Sell	5,693 -328	-5%	-$40.5K	0.02%	505
2024 Q3	$729K	Sell	6,021 -2,342	-28%	-$277K	0.02%	485
2024 Q2	$980K	Sell	8,363 -327	-4%	-$37.7K	0.03%	388
2024 Q1	$1.02M	Buy	8,690 +3,179	+58%	+$343K	0.03%	354
2023 Q4	$572K	Buy	5,511 +623	+13%	+$59.8K	0.02%	461
2023 Q3	$464K	Buy	4,888 +14	+0.3%	+$1.32K	0.02%	449
2023 Q2	$430K	Buy	4,874 +93	+2%	+$7.78K	0.02%	479
2023 Q1	$396K	Buy	4,781 +546	+13%	+$52.1K	0.02%	517
2022 Q4	$421K	Buy	4,235 +142	+3%	+$14.4K	0.02%	454
2022 Q3	$351K	Buy	4,093 +352	+9%	+$33.9K	0.02%	446
2022 Q2	$358K	Buy	3,741 +384	+11%	+$40.6K	0.02%	389
2022 Q1	$397K	Sell	3,357 -157	-4%	-$17.9K	0.02%	352
2021 Q4	$380K	Buy	3,514 +49	+1%	+$5.32K	0.02%	383
2021 Q3	$365K	Sell	3,465 -3	-0.1%	-$309	0.02%	369
2021 Q2	$355K	Buy	3,468 +119	+4%	+$12.2K	0.02%	382
2021 Q1	$305K	Buy	+3,349	New	+$287K	0.02%	391
2020 Q2	–	Sell	-1,016	Closed	-$53K	–	1088
2020 Q1	$53K	Buy	1,016 +28	+3%	+$2.23K	0.01%	503
2019 Q4	$93K	Buy	988 +29	+3%	+$2.66K	0.01%	417
2019 Q3	$86K	Buy	959 +67	+8%	+$6.07K	0.01%	426
2019 Q2	$90K	Buy	892 +4	+0.5%	+$399	0.01%	398
2019 Q1	$82K	Buy	888 +37	+4%	+$3.41K	0.01%	374
2018 Q4	$69K	Sell	851 -31	-4%	-$2.85K	0.01%	373
2018 Q3	$89K	Buy	882 +104	+13%	+$10.3K	0.02%	356
2018 Q2	$73K	Buy	778 +78	+11%	+$7.88K	0.01%	391
2018 Q1	$72K	Sell	700 -1	-0.1%	-$113	0.02%	337
2017 Q4	$81K	Buy	701 +89	+15%	+$9.99K	0.02%	296
2017 Q3	$65K	Buy	+612	New	+$65.4K	0.02%	275

Other funds holding PRU

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealthcare Advisory Partners's PRU Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Prudential Financial (PRU) stake by 39% in Q2 2026, selling an estimated $187K and leaving 2,891 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #864.

Wealthcare Advisory Partners first reported a position in PRU in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.02M in Q1 2024. 281 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

Wealthcare Advisory Partners held 2,891 shares of Prudential Financial worth $312K as of Q2 2026.
Wealthcare Advisory Partners sold 1,836 Prudential Financial shares in Q2 2026, an estimated $187K.
Prudential Financial made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #864 holding.
Wealthcare Advisory Partners first reported a position in Prudential Financial in Q3 2017 and has held it in 33 quarters since.
Wealthcare Advisory Partners's Prudential Financial position peaked at $1.02M in Q1 2024.
281 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.