SWGC
PLD icon

Summit Wealth Group (Colorado)’s Prologis PLD Stock Holding History

Summit Wealth Group (Colorado)’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 		$216K Sell
1,596
-5
-0.3% -$709 0.02% 365
2026
Q1 		$212K Buy
+1,601
New +$214K 0.02% 322
2025
Q4 		– Sell
-92,242
Closed -$3.68M – 527
2025
Q3 		$3.68M Buy
+92,242
New +$10.1M 0.39% 45

Other funds holding PLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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

Summit Wealth Group (Colorado)'s PLD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Prologis (PLD) stake by 0.31% in Q2 2026, selling an estimated $709 and leaving 1,596 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #365.

Summit Wealth Group (Colorado) first reported a position in PLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.68M in Q3 2025. 1,737 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,596 shares of Prologis worth $216K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 5 Prologis shares in Q2 2026, an estimated $709.
  • Prologis made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #365 holding.
  • Summit Wealth Group (Colorado) first reported a position in Prologis in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Prologis position peaked at $3.68M in Q3 2025.
  • 1,737 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.