Creative Planning
PRCH icon

Creative Planning’s Porch Group PRCH Stock Holding History

Creative Planning’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
Q2 		$356K Buy
23,649
+8,354
+55% +$82.3K ﹤0.01% 3439
2026
Q1 		$110K Buy
+15,295
New +$122K ﹤0.01% 3884
2025
Q4 		– Sell
-13,935
Closed -$234K – 4061
2025
Q3 		$234K Buy
13,935
+2,385
+21% +$36.6K ﹤0.01% 3350
2025
Q2 		$136K Buy
+11,550
New +$99.2K ﹤0.01% 3361

Other funds holding PRCH

GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

Creative Planning's PRCH Position: Q2 2026 in Review

Creative Planning increased its Porch Group (PRCH) stake by 55% in Q2 2026, buying an estimated $82.3K and bringing the position to 23,649 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #3439.

Creative Planning first reported a position in PRCH in Q2 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold PRCH as of Q2 2026.

  • Creative Planning held 23,649 shares of Porch Group worth $356K as of Q2 2026.
  • Creative Planning bought 8,354 Porch Group shares in Q2 2026, an estimated $82.3K.
  • Porch Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3439 holding.
  • Creative Planning first reported a position in Porch Group in Q2 2025 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Porch Group as of Q2 2026.

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