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Wealthedge Investment Advisors’s Prudential Financial PRU Stock Holding History

Wealthedge Investment 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 		$313K Sell
2,896
-36,129
-93% -$3.67M 0.11% 117
2026
Q1 		$3.81M Buy
+39,025
New +$4.04M 1.4% 22

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

Wealthedge Investment Advisors's PRU Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Prudential Financial (PRU) stake by 93% in Q2 2026, selling an estimated $3.67M and leaving 2,896 shares worth $313K. The position accounts for 0.11% of the portfolio, ranked #117.

Wealthedge Investment Advisors first reported a position in PRU in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.81M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Wealthedge Investment Advisors held 2,896 shares of Prudential Financial worth $313K as of Q2 2026.
  • Wealthedge Investment Advisors sold 36,129 Prudential Financial shares in Q2 2026, an estimated $3.67M.
  • Prudential Financial made up 0.11% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Wealthedge Investment Advisors first reported a position in Prudential Financial in Q1 2026 and has held it in 2 quarters since.
  • Wealthedge Investment Advisors's Prudential Financial position peaked at $3.81M in Q1 2026.
  • 1,415 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.