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
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 $2.07B AUM 56.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's PRCH Position: Q1 2026 in Review

Creative Planning opened a new position in Porch Group (PRCH) in Q1 2026: 15,295 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #3884 among its holdings. This is a return to the name: Creative Planning previously reported a position in PRCH as recently as Q3 2025.

Creative Planning first reported a position in PRCH in Q2 2025 and has held it in 3 quarters since. The position peaked at $234K in Q3 2025. 191 funds tracked by Wall St. Rank hold PRCH as of Q1 2026.

  • Creative Planning held 15,295 shares of Porch Group worth $110K as of Q1 2026.
  • Porch Group was a new Creative Planning position in Q1 2026.
  • Porch Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3884 holding.
  • Creative Planning first reported a position in Porch Group in Q2 2025 and has held it in 3 quarters since.
  • Creative Planning's Porch Group position peaked at $234K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Porch Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.