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Whipplewood Advisors’s Prudential Financial PRU Stock Holding History

Whipplewood 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 		$2.27K Sell
21
-21
-50% -$2.13K ﹤0.01% 408
2026
Q1 		$4.1K Buy
+42
New +$4.35K ﹤0.01% 652
2025
Q3 		– Sell
-51
Closed -$5.48K – 948
2025
Q2 		$5.48K Sell
51
-1,035
-95% -$107K ﹤0.01% 678
2025
Q1 		$5.25K Buy
1,086
+1,039
+2,211% +$118K ﹤0.01% 692
2024
Q4 		$5.57K Buy
+47
New +$5.8K ﹤0.01% 678

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

Whipplewood Advisors's PRU Position: Q2 2026 in Review

Whipplewood Advisors reduced its Prudential Financial (PRU) stake by 50% in Q2 2026, selling an estimated $2.13K and leaving 21 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Whipplewood Advisors first reported a position in PRU in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.57K in Q4 2024. 1,404 funds tracked by Wall St. Rank hold PRU as of Q2 2026.

  • Whipplewood Advisors held 21 shares of Prudential Financial worth $2.27K as of Q2 2026.
  • Whipplewood Advisors sold 21 Prudential Financial shares in Q2 2026, an estimated $2.13K.
  • Prudential Financial made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #408 holding.
  • Whipplewood Advisors first reported a position in Prudential Financial in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Prudential Financial position peaked at $5.57K in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.