Creative Planning
PCOR icon

Creative Planning’s Procore PCOR Stock Holding History

Creative Planning’s Portfolio PCOR Stock Details PCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$803K Sell
19,767
-75,959
-79% -$3.76M ﹤0.01% 2829
2026
Q1 		$5.46M Buy
95,726
+74,170
+344% +$4.39M ﹤0.01% 1131
2025
Q4 		$1.57M Buy
21,556
+2,510
+13% +$186K ﹤0.01% 1917
2025
Q3 		$1.39M Buy
19,046
+7,271
+62% +$508K ﹤0.01% 1830
2025
Q2 		$806K Buy
11,775
+610
+5% +$39.8K ﹤0.01% 2046
2025
Q1 		$737K Buy
11,165
+6,408
+135% +$484K ﹤0.01% 1971
2024
Q4 		$356K Buy
4,757
+958
+25% +$68K ﹤0.01% 2527
2024
Q3 		$234K Buy
+3,799
New +$233K ﹤0.01% 2721
2021
Q4 		– Sell
-2,343
Closed -$209K – 2183
2021
Q3 		$209K Buy
+2,343
New +$221K ﹤0.01% 1836

Other funds holding PCOR

IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Creative Planning's PCOR Position: Q2 2026 in Review

Creative Planning reduced its Procore (PCOR) stake by 79% in Q2 2026, selling an estimated $3.76M and leaving 19,767 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #2829.

Creative Planning first reported a position in PCOR in Q3 2021 and has held it in 9 quarters since. The position peaked at $5.46M in Q1 2026. 400 funds tracked by Wall St. Rank hold PCOR as of Q2 2026.

  • Creative Planning held 19,767 shares of Procore worth $803K as of Q2 2026.
  • Creative Planning sold 75,959 Procore shares in Q2 2026, an estimated $3.76M.
  • Procore made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2829 holding.
  • Creative Planning first reported a position in Procore in Q3 2021 and has held it in 9 quarters since.
  • Creative Planning's Procore position peaked at $5.46M in Q1 2026.
  • 400 funds tracked by Wall St. Rank held Procore as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.