OneAscent Wealth Management
PLD icon

OneAscent Wealth Management’s Prologis PLD Stock Holding History

OneAscent 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
Q3 		$209K Sell
1,606
-165
-9% -$23.1K 0.07% 139
2026
Q2 		$240K Sell
1,771
-103
-5% -$14.6K 0.07% 150
2026
Q1 		$248K Sell
1,874
-151
-7% -$20.2K 0.08% 135
2025
Q4 		$259K Sell
2,025
-28
-1% -$3.49K 0.09% 131
2025
Q3 		$235K Buy
+2,053
New +$226K 0.08% 156
2023
Q4 		– Sell
-3,023
Closed -$339K – 195
2023
Q3 		$339K Sell
3,023
-418
-12% -$51.1K 0.15% 94
2023
Q2 		$422K Buy
3,441
+472
+16% +$58.1K 0.2% 44
2023
Q1 		$370K Buy
2,969
+542
+22% +$66.6K 0.14% 92
2022
Q4 		$274K Sell
2,427
-75
-3% -$8.31K 0.13% 122
2022
Q3 		$254K Sell
2,502
-122
-5% -$15.1K 0.13% 111
2022
Q2 		$309K Sell
2,624
-24
-0.9% -$3.32K 0.16% 112
2022
Q1 		$428K Buy
+2,648
New +$404K 0.21% 97
2021
Q4 		– Sell
-3,131
Closed -$393K – 118
2021
Q3 		$393K Buy
+3,131
New +$406K 0.45% 50
2021
Q1 		$666K Buy
6,283
+366
+6% +$37.3K 0.28% 84
2020
Q4 		$590K Buy
+5,917
New +$598K 0.27% 86

Other funds holding PLD

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

OneAscent Wealth Management's PLD Position: Q3 2026 in Review

OneAscent Wealth Management reduced its Prologis (PLD) stake by 9.3% in Q3 2026, selling an estimated $23.1K and leaving 1,606 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #139.

OneAscent Wealth Management first reported a position in PLD in Q4 2020 and has held it in 15 quarters since. The position peaked at $666K in Q1 2021. 1,273 funds tracked by Wall St. Rank hold PLD as of Q3 2026.

  • OneAscent Wealth Management held 1,606 shares of Prologis worth $209K as of Q3 2026.
  • OneAscent Wealth Management sold 165 Prologis shares in Q3 2026, an estimated $23.1K.
  • Prologis made up 0.07% of OneAscent Wealth Management's portfolio in Q3 2026, its #139 holding.
  • OneAscent Wealth Management first reported a position in Prologis in Q4 2020 and has held it in 15 quarters since.
  • OneAscent Wealth Management's Prologis position peaked at $666K in Q1 2021.
  • 1,273 funds tracked by Wall St. Rank held Prologis as of Q3 2026.

Based on OneAscent Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.