Carson Wealth (CWM LLC)’s Porch Group PRCH Stock Holding History

Carson Wealth (CWM LLC)’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	$72K	Buy	10,040 +305	+3%	+$2.44K	﹤0.01%	3522
2025 Q4	$89K	Sell	9,735 -5,997	-38%	-$72.2K	﹤0.01%	3157
2025 Q3	$264K	Buy	15,732 +5,247	+50%	+$80.5K	﹤0.01%	2233
2025 Q2	$124K	Buy	10,485 +1,753	+20%	+$15.1K	﹤0.01%	2543
2025 Q1	$64K	Buy	8,732 +4,617	+112%	+$25K	﹤0.01%	2770
2024 Q4	$20K	Sell	4,115 -51	-1%	-$164	﹤0.01%	3440
2024 Q3	$6K	Buy	+4,166	New	+$6.55K	﹤0.01%	4035
2023 Q2	–	Sell	-984	Closed	-$1K	–	4402
2023 Q1	$1K	Buy	+984	New	+$2.33K	﹤0.01%	3896
2022 Q2	–	Sell	-381	Closed	-$3K	–	4038
2022 Q1	$3K	Buy	+381	New	+$3.52K	﹤0.01%	3065

Other funds holding PRCH

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PRCH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Porch Group (PRCH) stake by 3.1% in Q1 2026, buying an estimated $2.44K and bringing the position to 10,040 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #3522.

Carson Wealth (CWM LLC) first reported a position in PRCH in Q1 2022 and has held it in 9 quarters since. The position peaked at $264K in Q3 2025. 192 funds tracked by Wall St. Rank hold PRCH as of Q1 2026.

Carson Wealth (CWM LLC) held 10,040 shares of Porch Group worth $72K as of Q1 2026.
Carson Wealth (CWM LLC) bought 305 Porch Group shares in Q1 2026, an estimated $2.44K.
Porch Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3522 holding.
Carson Wealth (CWM LLC) first reported a position in Porch Group in Q1 2022 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Porch Group position peaked at $264K in Q3 2025.
192 funds tracked by Wall St. Rank held Porch Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.