Discipline Wealth Solutions
PLD icon

Discipline Wealth Solutions’s Prologis PLD Stock Holding History

Discipline Wealth Solutions’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 		$274K Sell
2,111
-5
-0.2% -$701 0.02% 172
2026
Q2 		$287K Buy
2,116
+263
+14% +$37.3K 0.03% 165
2026
Q1 		$245K Hold
1,853
– – 0.03% 173
2025
Q4 		$237K Buy
1,853
+66
+4% +$8.23K 0.04% 153
2025
Q3 		$205K Buy
+1,787
New +$196K 0.05% 151

Other funds holding PLD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Discipline Wealth Solutions's PLD Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Prologis (PLD) stake by 0.24% in Q3 2026, selling an estimated $701 and leaving 2,111 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #172.

Discipline Wealth Solutions first reported a position in PLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $287K in Q2 2026. 1,089 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • Discipline Wealth Solutions held 2,111 shares of Prologis worth $274K as of Q3 2026.
  • Discipline Wealth Solutions sold 5 Prologis shares in Q3 2026, an estimated $701.
  • Prologis made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #172 holding.
  • Discipline Wealth Solutions first reported a position in Prologis in Q3 2025 and has held it in 5 quarters since.
  • Discipline Wealth Solutions's Prologis position peaked at $287K in Q2 2026.
  • 1,089 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.