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Marshall & Sterling Wealth Advisors’s Prologis PLD Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-68
Closed -$7.79K – 551
2025
Q3 		$7.79K Hold
68
– – 0.01% 403
2025
Q2 		$7.15K Hold
68
– – ﹤0.01% 407
2025
Q1 		$7.6K Buy
+68
New +$7.87K 0.01% 376

Other funds holding PLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PLD Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Prologis (PLD) in Q4 2025, closing a stake of 68 shares — an estimated $7.79K sold.

Marshall & Sterling Wealth Advisors first reported a position in PLD in Q1 2025 and held it in 3 quarters. The position peaked at $7.79K in Q3 2025. 1,642 funds tracked by Wall St. Rank hold PLD as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Prologis position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 68 Prologis shares in Q4 2025, an estimated $7.79K.
  • Marshall & Sterling Wealth Advisors first reported a position in Prologis in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Prologis position peaked at $7.79K in Q3 2025.
  • 1,642 funds tracked by Wall St. Rank held Prologis as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.