Principia Wealth Advisory’s Prologis PLD Stock Holding History

Principia Wealth Advisory’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	$11.7K	Buy	86 +16	+23%	+$2.27K	0.01%	229
2026 Q1	$9.25K	Buy	70 +15	+27%	+$2K	0.01%	215
2025 Q4	$7.02K	Buy	55 +6	+12%	+$748	﹤0.01%	232
2025 Q3	$5.61K	Buy	49 +15	+44%	+$1.65K	﹤0.01%	258
2025 Q2	$3.57K	Buy	34 +16	+89%	+$1.68K	﹤0.01%	281
2025 Q1	$1.77K	Sell	18 -9	-33%	-$1.04K	﹤0.01%	299
2024 Q4	$2.85K	Buy	+27	New	+$3.1K	﹤0.01%	196

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

Principia Wealth Advisory's PLD Position: Q2 2026 in Review

Principia Wealth Advisory increased its Prologis (PLD) stake by 23% in Q2 2026, buying an estimated $2.27K and bringing the position to 86 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #229.

Principia Wealth Advisory first reported a position in PLD in Q4 2024 and has held it in 7 quarters since. 1,732 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Principia Wealth Advisory held 86 shares of Prologis worth $11.7K as of Q2 2026.
Principia Wealth Advisory bought 16 Prologis shares in Q2 2026, an estimated $2.27K.
Prologis made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #229 holding.
Principia Wealth Advisory first reported a position in Prologis in Q4 2024 and has held it in 7 quarters since.
1,732 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.