AE Wealth Management’s Porch Group PRCH Stock Holding History

AE Wealth Management’s Portfolio PRCH Stock Details PRCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$893K	Hold	124,609	–	–	﹤0.01%	866
2025 Q4	$1.14M	Buy	124,609 +7,945	+7%	+$95.7K	0.01%	763
2025 Q3	$1.96M	Buy	116,664 +3,350	+3%	+$51.4K	0.01%	573
2025 Q2	$1.34M	Sell	113,314 -192,444	-63%	-$1.65M	0.01%	644
2025 Q1	$2.23M	Hold	305,758	–	–	0.02%	502
2024 Q4	$1.5M	Buy	305,758 +17,469	+6%	+$56.1K	0.01%	613
2024 Q3	$443K	Buy	288,289 +46,410	+19%	+$72.9K	﹤0.01%	922
2024 Q2	$365K	Buy	241,879 +16,793	+7%	+$46.7K	﹤0.01%	976
2024 Q1	$970K	Buy	225,086 +15,784	+8%	+$47.1K	0.01%	657
2023 Q4	$492K	Buy	209,302 +13,858	+7%	+$19.5K	﹤0.01%	1448
2023 Q3	$157K	Buy	+195,444	New	+$205K	﹤0.01%	1807

Other funds holding PRCH

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $2.42B AUM 11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return