Connecticut Wealth Management’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$321K Sell
2,369
-214
-8% -$30.3K 0.01% 287
2026
Q1
$341K Sell
2,583
-801
-24% -$107K 0.01% 265
2025
Q4
$432K Buy
3,384
+755
+29% +$94.1K 0.02% 236
2025
Q3
$301K Buy
+2,629
New +$289K 0.01% 274

Other funds holding PLD

Connecticut Wealth Management's PLD Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Prologis (PLD) stake by 8.3% in Q2 2026, selling an estimated $30.3K and leaving 2,369 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #287.

Connecticut Wealth Management first reported a position in PLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $432K in Q4 2025. 1,740 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Connecticut Wealth Management held 2,369 shares of Prologis worth $321K as of Q2 2026.
  • Connecticut Wealth Management sold 214 Prologis shares in Q2 2026, an estimated $30.3K.
  • Prologis made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Connecticut Wealth Management first reported a position in Prologis in Q3 2025 and has held it in 4 quarters since.
  • Connecticut Wealth Management's Prologis position peaked at $432K in Q4 2025.
  • 1,740 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.