Keudell/Morrison 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
$420K Hold
3,098
0.08% 155
2026
Q1
$409K Buy
3,098
+31
+1% +$4.14K 0.08% 150
2025
Q4
$392K Buy
+3,067
New +$382K 0.08% 156
2025
Q2
$299K Buy
2,847
+25
+0.9% +$2.62K 0.07% 164
2025
Q1
$315K Hold
2,822
0.07% 155
2024
Q4
$298K Sell
2,822
-11
-0.4% -$1.26K 0.08% 160
2024
Q3
$358K Buy
+2,833
New +$352K 0.1% 142

Other funds holding PLD

Keudell/Morrison Wealth Management's PLD Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Prologis (PLD) position steady in Q2 2026 at 3,098 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #155.

Keudell/Morrison Wealth Management first reported a position in PLD in Q3 2024 and has held it in 7 quarters since. 249 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Keudell/Morrison Wealth Management held 3,098 shares of Prologis worth $420K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Prologis share count unchanged in Q2 2026.
  • Prologis made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Keudell/Morrison Wealth Management first reported a position in Prologis in Q3 2024 and has held it in 7 quarters since.
  • 249 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.