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Asset Planning Inc’s Prologis PLD Stock Holding History

Asset Planning Inc’s Portfolio PLD Stock Details PLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.7K Hold
500
– – 0.04% 140
2026
Q1 		$66.1K Hold
500
– – 0.05% 137
2025
Q4 		$63.8K Hold
500
– – 0.04% 132
2025
Q3 		$57.3K Hold
500
– – 0.04% 138
2025
Q2 		$52.6K Hold
500
– – 0.04% 142
2025
Q1 		$55.9K Hold
500
– – 0.04% 139
2024
Q4 		$52.9K Buy
+500
New +$57.5K 0.04% 141

Other funds holding PLD

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Asset Planning Inc's PLD Position: Q2 2026 in Review

Asset Planning Inc held its Prologis (PLD) position steady in Q2 2026 at 500 shares worth $67.7K. The position accounts for 0.04% of the portfolio, ranked #140.

Asset Planning Inc first reported a position in PLD in Q4 2024 and has held it in 7 quarters since. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Asset Planning Inc held 500 shares of Prologis worth $67.7K as of Q2 2026.
  • Asset Planning Inc left its Prologis share count unchanged in Q2 2026.
  • Prologis made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #140 holding.
  • Asset Planning Inc first reported a position in Prologis in Q4 2024 and has held it in 7 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.