LOWM
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Laurel Oak Wealth Management’s Prologis PLD Stock Holding History

Laurel Oak 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
2026
Q2 		$325K Buy
2,402
+10
+0.4% +$1.42K 0.05% 273
2026
Q1 		$316K Sell
2,392
-220
-8% -$29.4K 0.05% 263
2025
Q4 		$333K Buy
+2,612
New +$326K 0.06% 247

Other funds holding PLD

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Laurel Oak Wealth Management's PLD Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Prologis (PLD) stake by 0.42% in Q2 2026, buying an estimated $1.42K and bringing the position to 2,402 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #273.

Laurel Oak Wealth Management first reported a position in PLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q4 2025. 470 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Laurel Oak Wealth Management held 2,402 shares of Prologis worth $325K as of Q2 2026.
  • Laurel Oak Wealth Management bought 10 Prologis shares in Q2 2026, an estimated $1.42K.
  • Prologis made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Laurel Oak Wealth Management first reported a position in Prologis in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Prologis position peaked at $333K in Q4 2025.
  • 470 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.