Summit Financial Strategies’s Prologis PLD Stock Holding History

Summit Financial Strategies’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	$257K	Hold	1,900	–	–	0.02%	139
2026 Q1	$251K	Hold	1,900	–	–	0.02%	137
2025 Q4	$243K	Hold	1,900	–	–	0.02%	141
2025 Q3	$218K	Sell	1,900 -66	-3%	-$7.25K	0.02%	138
2025 Q2	$207K	Buy	1,966 +66	+3%	+$6.92K	0.02%	141
2025 Q1	$212K	Hold	1,900	–	–	0.02%	137
2024 Q4	$201K	Hold	1,900	–	–	0.02%	138
2024 Q3	$240K	Hold	1,900	–	–	0.03%	131
2024 Q2	$213K	Hold	1,900	–	–	0.03%	133
2024 Q1	$247K	Hold	1,900	–	–	0.03%	124
2023 Q4	$253K	Hold	1,900	–	–	0.04%	119
2023 Q3	$213K	Hold	1,900	–	–	0.04%	114
2023 Q2	$233K	Hold	1,900	–	–	0.04%	109
2023 Q1	$237K	Hold	1,900	–	–	0.05%	107
2022 Q4	$214K	Buy	+1,900	New	+$210K	0.05%	108

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 $3.38T AUM 44.17% 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

Summit Financial Strategies's PLD Position: Q2 2026 in Review

Summit Financial Strategies held its Prologis (PLD) position steady in Q2 2026 at 1,900 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #139.

Summit Financial Strategies first reported a position in PLD in Q4 2022 and has held it in 15 quarters since. 1,740 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Summit Financial Strategies held 1,900 shares of Prologis worth $257K as of Q2 2026.
Summit Financial Strategies left its Prologis share count unchanged in Q2 2026.
Prologis made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #139 holding.
Summit Financial Strategies first reported a position in Prologis in Q4 2022 and has held it in 15 quarters since.
1,740 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.