WWM
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Western Wealth Management’s Prudential Financial PRU Stock Holding History

Western Wealth Management’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 		$663K Sell
6,146
-86
-1% -$8.74K 0.02% 600
2026
Q1 		$609K Buy
6,232
+17
+0.3% +$1.76K 0.02% 583
2025
Q4 		$702K Buy
6,215
+105
+2% +$11.3K 0.03% 435
2025
Q3 		$634K Buy
6,110
+6
+0.1% +$632 0.03% 399
2025
Q2 		$656K Buy
6,104
+1,132
+23% +$117K 0.04% 350
2025
Q1 		$555K Sell
4,972
-317
-6% -$36.1K 0.04% 361
2024
Q4 		$627K Buy
5,289
+522
+11% +$64.4K 0.03% 396
2024
Q3 		$577K Sell
4,767
-48
-1% -$5.67K 0.03% 426
2024
Q2 		$564K Buy
4,815
+174
+4% +$20.1K 0.04% 340
2024
Q1 		$545K Buy
4,641
+8
+0.2% +$862 0.04% 349
2023
Q4 		$480K Sell
4,633
-104
-2% -$9.97K 0.03% 427
2023
Q3 		$450K Buy
4,737
+942
+25% +$89.1K 0.04% 410
2023
Q2 		$335K Sell
3,795
-246
-6% -$20.6K 0.03% 479
2023
Q1 		$334K Buy
4,041
+266
+7% +$25.4K 0.03% 473
2022
Q4 		$375K Sell
3,775
-3,443
-48% -$349K 0.04% 409
2022
Q3 		$623K Buy
7,218
+375
+5% +$36.1K 0.04% 413
2022
Q2 		$653K Buy
6,843
+9
+0.1% +$953 0.04% 402
2022
Q1 		$808K Buy
6,834
+3,326
+95% +$378K 0.04% 389
2021
Q4 		$377K Buy
+3,508
New +$381K 0.04% 398
2021
Q2 		$347K Buy
3,371
+1,076
+47% +$110K 0.04% 452
2021
Q1 		$209K Buy
+2,295
New +$196K 0.03% 493
2020
Q1 		– Sell
-2,573
Closed -$241K – 412
2019
Q4 		$241K Hold
2,573
– – 0.04% 355
2019
Q3 		$233K Sell
2,573
-70
-3% -$6.34K 0.05% 348
2019
Q2 		$268K Buy
2,643
+149
+6% +$14.9K 0.04% 325
2019
Q1 		$228K Sell
2,494
-70
-3% -$6.45K 0.05% 342
2018
Q4 		$211K Buy
+2,564
New +$236K 0.06% 319

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

Western Wealth Management's PRU Position: Q2 2026 in Review

Western Wealth Management reduced its Prudential Financial (PRU) stake by 1.4% in Q2 2026, selling an estimated $8.74K and leaving 6,146 shares worth $663K. The position accounts for 0.02% of the portfolio, ranked #600.

Western Wealth Management first reported a position in PRU in Q4 2018 and has held it in 26 quarters since. The position peaked at $808K in Q1 2022. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Western Wealth Management held 6,146 shares of Prudential Financial worth $663K as of Q2 2026.
  • Western Wealth Management sold 86 Prudential Financial shares in Q2 2026, an estimated $8.74K.
  • Prudential Financial made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #600 holding.
  • Western Wealth Management first reported a position in Prudential Financial in Q4 2018 and has held it in 26 quarters since.
  • Western Wealth Management's Prudential Financial position peaked at $808K in Q1 2022.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.