GoalVest Advisory’s Prologis PLD Stock Holding History

GoalVest Advisory’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 Q2	$37K	Buy	273 +10	+4%	+$1.42K	0.01%	240
2026 Q1	$34.8K	Hold	263	–	–	0.01%	264
2025 Q4	$33.6K	Hold	263	–	–	0.01%	283
2025 Q3	$30.1K	Hold	263	–	–	0.01%	265
2025 Q2	$27.6K	Sell	263 -4	-1%	-$420	0.01%	255
2025 Q1	$29.8K	Buy	267 +60	+29%	+$6.94K	0.01%	215
2024 Q4	$21.9K	Buy	207 +32	+18%	+$3.68K	0.01%	242
2024 Q3	$22.1K	Hold	175	–	–	0.01%	262
2024 Q2	$19.7K	Sell	175 -83	-32%	-$9.19K	0.01%	240
2024 Q1	$33.6K	Sell	258 -52	-17%	-$6.79K	0.01%	220
2023 Q4	$41.3K	Sell	310 -182	-37%	-$20.7K	0.02%	153
2023 Q3	$55.2K	Buy	492 +317	+181%	+$38.8K	0.03%	137
2023 Q2	$21.5K	Sell	175 -50	-22%	-$6.15K	0.01%	197
2023 Q1	$28.1K	Sell	225 -400	-64%	-$49.2K	0.02%	151
2022 Q4	$70.4K	Buy	625 +50	+9%	+$5.54K	0.05%	96
2022 Q3	$58K	Sell	575 -3	-0.5%	-$372	0.04%	106
2022 Q2	$70K	Sell	578 -2,379	-80%	-$329K	0.04%	151
2022 Q1	$477K	Buy	+2,957	New	+$451K	0.27%	87
2021 Q2	$116K	Buy	+967	New	+$113K	0.07%	126
2021 Q1	–	Sell	-135	Closed	-$13.8K	–	214
2020 Q4	$13K	Buy	+135	New	+$13.6K	0.01%	162

Other funds holding PLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GoalVest Advisory's PLD Position: Q2 2026 in Review

GoalVest Advisory increased its Prologis (PLD) stake by 3.8% in Q2 2026, buying an estimated $1.42K and bringing the position to 273 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #240.

GoalVest Advisory first reported a position in PLD in Q4 2020 and has held it in 20 quarters since. The position peaked at $477K in Q1 2022. 1,732 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

GoalVest Advisory held 273 shares of Prologis worth $37K as of Q2 2026.
GoalVest Advisory bought 10 Prologis shares in Q2 2026, an estimated $1.42K.
Prologis made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #240 holding.
GoalVest Advisory first reported a position in Prologis in Q4 2020 and has held it in 20 quarters since.
GoalVest Advisory's Prologis position peaked at $477K in Q1 2022.
1,732 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.