Taylor & Morgan Wealth Management’s Prologis PLD Stock Holding History

Taylor & Morgan 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 Q2	$235K	Sell	1,737 -30	-2%	-$4.25K	0.12%	77
2026 Q1	$234K	Sell	1,767 -45	-2%	-$6.01K	0.13%	70
2025 Q4	$231K	Sell	1,812 -193	-10%	-$24.1K	0.13%	75
2025 Q3	$230K	Sell	2,005 -20	-1%	-$2.2K	0.14%	69
2025 Q2	$213K	Hold	2,025	–	–	0.14%	67
2025 Q1	$226K	Sell	2,025 -47	-2%	-$5.44K	0.17%	61
2024 Q4	$219K	Sell	2,072 -45	-2%	-$5.17K	0.15%	63
2024 Q3	$267K	Sell	2,117 -260	-11%	-$32.3K	0.18%	56
2024 Q2	$267K	Sell	2,377 -53	-2%	-$5.87K	0.19%	51
2024 Q1	$316K	Sell	2,430 -30	-1%	-$3.92K	0.23%	50
2023 Q4	$328K	Sell	2,460 -453	-16%	-$51.4K	0.26%	47
2023 Q3	$327K	Sell	2,913 -15	-0.5%	-$1.83K	0.29%	44
2023 Q2	$359K	Sell	2,928 -73	-2%	-$8.98K	0.29%	46
2023 Q1	$374K	Sell	3,001 -170	-5%	-$20.9K	0.33%	49
2022 Q4	$357K	Sell	3,171 -175	-5%	-$19.4K	0.34%	50
2022 Q3	$340K	Hold	3,346	–	–	0.34%	52
2022 Q2	$394K	Sell	3,346 -30	-0.9%	-$4.15K	0.37%	49
2022 Q1	$545K	Sell	3,376 -278	-8%	-$42.4K	0.45%	46
2021 Q4	$615K	Buy	+3,654	New	+$545K	0.5%	42

Other funds holding PLD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Taylor & Morgan Wealth Management's PLD Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Prologis (PLD) stake by 1.7% in Q2 2026, selling an estimated $4.25K and leaving 1,737 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #77.

Taylor & Morgan Wealth Management first reported a position in PLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $615K in Q4 2021. 470 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

Taylor & Morgan Wealth Management held 1,737 shares of Prologis worth $235K as of Q2 2026.
Taylor & Morgan Wealth Management sold 30 Prologis shares in Q2 2026, an estimated $4.25K.
Prologis made up 0.12% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #77 holding.
Taylor & Morgan Wealth Management first reported a position in Prologis in Q4 2021 and has held it in 19 quarters since.
Taylor & Morgan Wealth Management's Prologis position peaked at $615K in Q4 2021.
470 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.