Peak Planning Group’s Porch Group PRCH Stock Holding History

Peak Planning Group’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
2021 Q1	$204K	Buy	+11,516	New	+$205K	0.2%	72

Other funds holding PRCH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

WHP

Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Peak Planning Group's PRCH Position: Q1 2021 in Review

Peak Planning Group opened a new position in Porch Group (PRCH) in Q1 2021: 11,516 shares worth $204K. The stake represents 0.2% of the portfolio and ranks #72 among its holdings.

89 funds tracked by Wall St. Rank hold PRCH as of Q1 2021.

Peak Planning Group held 11,516 shares of Porch Group worth $204K as of Q1 2021.
Porch Group was a new Peak Planning Group position in Q1 2021.
Porch Group made up 0.2% of Peak Planning Group's portfolio in Q1 2021, its #72 holding.
89 funds tracked by Wall St. Rank held Porch Group as of Q1 2021.

Based on Peak Planning Group's 13F filing for Q1 2021, filed 22 Jun 2026.