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Forthright Family Wealth Advisory’s Procore PCOR Stock Holding History

Forthright Family Wealth Advisory’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
2025
Q4 		– Sell
-9,000
Closed -$656K – 54
2025
Q3 		$656K Hold
9,000
– – 0.4% 37
2025
Q2 		$616K Hold
9,000
– – 0.39% 32
2025
Q1 		$594K Hold
9,000
– – 0.39% 33
2024
Q4 		$674K Hold
9,000
– – 0.44% 33
2024
Q3 		$747K Sell
9,000
-64
-0.7% -$3.93K 0.48% 30
2024
Q2 		$601K Buy
+9,064
New +$629K 0.39% 38

Other funds holding PCOR

IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Forthright Family Wealth Advisory's PCOR Position: Q4 2025 in Review

Forthright Family Wealth Advisory sold out of Procore (PCOR) in Q4 2025, closing a stake of 9,000 shares — an estimated $656K sold.

Forthright Family Wealth Advisory first reported a position in PCOR in Q2 2024 and held it in 6 quarters. The position peaked at $747K in Q3 2024. 456 funds tracked by Wall St. Rank hold PCOR as of Q4 2025.

  • Forthright Family Wealth Advisory reported no remaining Procore position as of Q4 2025 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 9,000 Procore shares in Q4 2025, an estimated $656K.
  • Forthright Family Wealth Advisory first reported a position in Procore in Q2 2024 and held it in 6 quarters.
  • Forthright Family Wealth Advisory's Procore position peaked at $747K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held Procore as of Q4 2025.

Based on Forthright Family Wealth Advisory's 13F filing for Q4 2025, filed 23 Feb 2026.