Covestor’s Porch Group PRCH Stock Holding History

Covestor’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	$395K	Buy	55,040 +18,117	+49%	+$145K	0.27%	61
2025 Q4	$337K	Buy	36,923 +20,670	+127%	+$249K	0.18%	78
2025 Q3	$272K	Hold	16,253	–	–	0.15%	108
2025 Q2	$191K	Buy	16,253 +8,123	+100%	+$69.8K	0.11%	203
2025 Q1	$59K	Sell	8,130 -15,946	-66%	-$86.4K	0.04%	779
2024 Q4	$118K	Buy	+24,076	New	+$77.3K	0.07%	425
2022 Q2	–	Sell	-21	Closed	–	–	2255
2022 Q1	$0	Sell	21 -5	-19%	-$46	﹤0.01%	2364
2021 Q4	$0	Buy	+26	New	+$501	﹤0.01%	2258

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