Wellington Management Group
PRU icon

Wellington Management Group’s Prudential Financial PRU Stock Holding History

Wellington Management Group’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
2017
Q4 		– Sell
-996
Closed -$543K – 2283
2017
Q3 		$543K Sell
996
-81
-8% -$8.66K ﹤0.01% 2022
2017
Q2 		$942K Buy
+1,077
New +$114K ﹤0.01% 1896

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

Wellington Management Group's PRU Position: Q1 2026 in Review

Wellington Management Group increased its Prudential Financial (PRU) stake by 134% in Q1 2026, buying an estimated $2.53M and bringing the position to 42,610 shares worth $4.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Wellington Management Group first reported a position in PRU in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.1B in Q4 2016. 1,354 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Wellington Management Group held 42,610 shares of Prudential Financial worth $4.16M as of Q1 2026.
  • Wellington Management Group bought 24,433 Prudential Financial shares in Q1 2026, an estimated $2.53M.
  • Prudential Financial made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1434 holding.
  • Wellington Management Group first reported a position in Prudential Financial in Q2 2013 and has held it in 50 quarters since.
  • Wellington Management Group's Prudential Financial position peaked at $2.1B in Q4 2016.
  • 1,354 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.