Phillips Wealth Planners’s Prologis PLD Stock Holding History

Phillips Wealth Planners’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	$265K	Sell	1,846 -59	-3%	-$8.37K	0.2%	170
2026 Q1	$274K	Sell	1,905 -268	-12%	-$35.8K	0.21%	168
2025 Q4	$285K	Sell	2,173 -5	-0.2%	-$623	0.23%	152
2025 Q3	$255K	Buy	+2,178	New	+$239K	0.21%	170
2025 Q1	–	Sell	-3,750	Closed	-$388K	–	189
2024 Q4	$388K	Sell	3,750 -469	-11%	-$53.9K	0.39%	80
2024 Q3	$536K	Buy	4,219 +870	+26%	+$108K	0.51%	65
2024 Q2	$390K	Buy	3,349 +300	+10%	+$33.2K	0.41%	84
2024 Q1	$350K	Sell	3,049 -144	-5%	-$18.8K	0.4%	85
2023 Q4	$403K	Sell	3,193 -45	-1%	-$5.11K	0.49%	68
2023 Q3	$332K	Buy	3,238 +34	+1%	+$4.16K	0.45%	85
2023 Q2	$393K	Buy	3,204 +48	+2%	+$5.91K	0.52%	73
2023 Q1	$386K	Sell	3,156 -55	-2%	-$6.76K	0.51%	72
2022 Q4	$415K	Buy	+3,211	New	+$356K	0.72%	49

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

Phillips Wealth Planners's PLD Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Prologis (PLD) stake by 3.1% in Q2 2026, selling an estimated $8.37K and leaving 1,846 shares worth $265K. The position accounts for 0.2% of the portfolio, ranked #170.

Phillips Wealth Planners first reported a position in PLD in Q4 2022 and has held it in 13 quarters since. The position peaked at $536K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Phillips Wealth Planners held 1,846 shares of Prologis worth $265K as of Q2 2026.
Phillips Wealth Planners sold 59 Prologis shares in Q2 2026, an estimated $8.37K.
Prologis made up 0.2% of Phillips Wealth Planners's portfolio in Q2 2026, its #170 holding.
Phillips Wealth Planners first reported a position in Prologis in Q4 2022 and has held it in 13 quarters since.
Phillips Wealth Planners's Prologis position peaked at $536K in Q3 2024.
1,735 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.