Avidian Wealth Enterprises
PLD icon

Avidian Wealth Enterprises’s Prologis PLD Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$315K Sell
2,423
-307
-11% -$43.1K 0.01% 596
2026
Q2 		$370K Buy
2,730
+85
+3% +$12.1K 0.01% 543
2026
Q1 		$350K Buy
2,645
+389
+17% +$52K 0.01% 517
2025
Q4 		$288K Buy
2,256
+315
+16% +$39.3K 0.01% 481
2025
Q3 		$222K Buy
+1,941
New +$213K 0.01% 538
2025
Q2 		– Sell
-2,182
Closed -$244K – 572
2025
Q1 		$244K Buy
+2,182
New +$252K 0.01% 462
2024
Q4 		– Sell
-1,898
Closed -$240K – 531
2024
Q3 		$240K Buy
+1,898
New +$236K 0.01% 447
2024
Q2 		– Sell
-7,155
Closed -$932K – 516
2024
Q1 		$932K Buy
7,155
+217
+3% +$28.4K 0.05% 178
2023
Q4 		$925K Buy
6,938
+727
+12% +$82.5K 0.06% 175
2023
Q3 		$697K Sell
6,211
-380
-6% -$46.5K 0.05% 202
2023
Q2 		$808K Sell
6,591
-26,910
-80% -$3.31M 0.05% 211
2023
Q1 		$4.18M Buy
33,501
+2,093
+7% +$257K 0.23% 86
2022
Q4 		$3.54M Buy
31,408
+24,348
+345% +$2.7M 0.23% 86
2022
Q3 		$717K Buy
7,060
+281
+4% +$34.8K 0.05% 186
2022
Q2 		$798K Sell
6,779
-8
-0.1% -$1.11K 0.06% 195
2022
Q1 		$1.1M Buy
6,787
+57
+0.8% +$8.7K 0.07% 182
2021
Q4 		$1.13M Buy
6,730
+186
+3% +$27.8K 0.07% 171
2021
Q3 		$821K Buy
6,544
+314
+5% +$40.8K 0.06% 153
2021
Q2 		$745K Sell
6,230
-978
-14% -$114K 0.06% 158
2021
Q1 		$764K Buy
7,208
+108
+2% +$11K 0.07% 153
2020
Q4 		$708K Buy
7,100
+166
+2% +$16.8K 0.07% 138
2020
Q3 		$698K Buy
6,934
+979
+16% +$98.1K 0.08% 125
2020
Q2 		$556K Buy
5,955
+235
+4% +$21K 0.08% 130
2020
Q1 		$460K Buy
+5,720
New +$500K 0.07% 116

Other funds holding PLD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Avidian Wealth Enterprises's PLD Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Prologis (PLD) stake by 11% in Q3 2026, selling an estimated $43.1K and leaving 2,423 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #596.

Avidian Wealth Enterprises first reported a position in PLD in Q1 2020 and has held it in 24 quarters since. The position peaked at $4.18M in Q1 2023. 1,467 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Avidian Wealth Enterprises held 2,423 shares of Prologis worth $315K as of Q3 2026.
  • Avidian Wealth Enterprises sold 307 Prologis shares in Q3 2026, an estimated $43.1K.
  • Prologis made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #596 holding.
  • Avidian Wealth Enterprises first reported a position in Prologis in Q1 2020 and has held it in 24 quarters since.
  • Avidian Wealth Enterprises's Prologis position peaked at $4.18M in Q1 2023.
  • 1,467 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.