TRB Wealth Management’s Prologis PLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$331K Buy
2,442
+51
+2% +$7.23K 0.04% 196
2026
Q1
$316K Buy
+2,391
New +$319K 0.04% 203

Other funds holding PLD

TRB Wealth Management's PLD Position: Q2 2026 in Review

TRB Wealth Management increased its Prologis (PLD) stake by 2.1% in Q2 2026, buying an estimated $7.23K and bringing the position to 2,442 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #196.

TRB Wealth Management first reported a position in PLD in Q1 2026 and has held it in 2 quarters since. 1,725 funds tracked by Wall St. Rank hold PLD as of Q2 2026.

  • TRB Wealth Management held 2,442 shares of Prologis worth $331K as of Q2 2026.
  • TRB Wealth Management bought 51 Prologis shares in Q2 2026, an estimated $7.23K.
  • Prologis made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #196 holding.
  • TRB Wealth Management first reported a position in Prologis in Q1 2026 and has held it in 2 quarters since.
  • 1,725 funds tracked by Wall St. Rank held Prologis as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.