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Compass Wealth Management’s Prologis PLD Stock Holding History

Compass 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
-338
Closed -$37.8K – 339
2025
Q1 		$37.8K Hold
338
– – 0.01% 268
2024
Q4 		$35.7K Hold
338
– – 0.01% 275
2024
Q3 		$42.7K Hold
338
– – 0.01% 268
2024
Q2 		$38K Hold
338
– – 0.01% 278
2024
Q1 		$44K Hold
338
– – 0.01% 261
2023
Q4 		$45.1K Hold
338
– – 0.01% 255
2023
Q3 		$37.9K Hold
338
– – 0.01% 258
2023
Q2 		$41.4K Hold
338
– – 0.01% 257
2023
Q1 		$42.2K Hold
338
– – 0.01% 256
2022
Q4 		$38.1K Buy
+338
New +$37.4K 0.01% 261

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Compass Wealth Management sold out of Prologis (PLD) in Q2 2025, closing a stake of 338 shares — an estimated $37.8K sold.

Compass Wealth Management first reported a position in PLD in Q4 2022 and held it in 10 quarters. The position peaked at $45.1K in Q4 2023. 1,489 funds tracked by Wall St. Rank hold PLD as of Q2 2025.

  • Compass Wealth Management reported no remaining Prologis position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 338 Prologis shares in Q2 2025, an estimated $37.8K.
  • Compass Wealth Management first reported a position in Prologis in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Prologis position peaked at $45.1K in Q4 2023.
  • 1,489 funds tracked by Wall St. Rank held Prologis as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.