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Welch & Forbes’s Prudential Financial PRU Stock Holding History

Welch & Forbes’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
2025
Q3 		– Sell
-2,133
Closed -$229K – 388
2025
Q2 		$229K Sell
2,133
-25
-1% -$2.59K ﹤0.01% 362
2025
Q1 		$241K Buy
2,158
+300
+16% +$34.2K ﹤0.01% 341
2024
Q4 		$220K Buy
+1,858
New +$229K ﹤0.01% 366

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Welch & Forbes's PRU Position: Q3 2025 in Review

Welch & Forbes sold out of Prudential Financial (PRU) in Q3 2025, closing a stake of 2,133 shares — an estimated $229K sold.

Welch & Forbes first reported a position in PRU in Q4 2024 and held it in 3 quarters. The position peaked at $241K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold PRU as of Q3 2025.

  • Welch & Forbes reported no remaining Prudential Financial position as of Q3 2025 after selling out during the quarter.
  • Welch & Forbes sold 2,133 Prudential Financial shares in Q3 2025, an estimated $229K.
  • Welch & Forbes first reported a position in Prudential Financial in Q4 2024 and held it in 3 quarters.
  • Welch & Forbes's Prudential Financial position peaked at $241K in Q1 2025.
  • 1,311 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2025.

Based on Welch & Forbes's 13F filing for Q3 2025, filed 4 Nov 2025.