Bernard Wealth Management’s Prologis PLD Stock Holding History

Bernard Wealth Management’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
2025 Q2	–	Sell	-20	Closed	-$2.24K	–	369
2025 Q1	$2.24K	Buy	+20	New	+$2.31K	﹤0.01%	300

Other funds holding PLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bernard Wealth Management's PLD Position: Q2 2025 in Review

Bernard Wealth Management sold out of Prologis (PLD) in Q2 2025, closing a stake of 20 shares — an estimated $2.24K sold.

Bernard Wealth Management first reported a position in PLD in Q1 2025 and held it in 1 quarter. The position peaked at $2.24K in Q1 2025. 1,489 funds tracked by Wall St. Rank hold PLD as of Q2 2025.

Bernard Wealth Management reported no remaining Prologis position as of Q2 2025 after selling out during the quarter.
Bernard Wealth Management sold 20 Prologis shares in Q2 2025, an estimated $2.24K.
Bernard Wealth Management first reported a position in Prologis in Q1 2025 and held it in 1 quarter.
Bernard Wealth Management's Prologis position peaked at $2.24K in Q1 2025.
1,489 funds tracked by Wall St. Rank held Prologis as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.