PWPS
PCOR icon

Pinnacle Wealth Planning Services’s Procore PCOR Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.1K Sell
323
-545
-63% -$26.9K ﹤0.01% 1968
2026
Q1 		$49.5K Sell
868
-8
-0.9% -$473 0.01% 1210
2025
Q4 		$63.7K Buy
+876
New +$64.8K 0.01% 1039

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

Pinnacle Wealth Planning Services's PCOR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Procore (PCOR) stake by 63% in Q2 2026, selling an estimated $26.9K and leaving 323 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Pinnacle Wealth Planning Services first reported a position in PCOR in Q4 2025 and has held it in 3 quarters since. The position peaked at $63.7K in Q4 2025. 400 funds tracked by Wall St. Rank hold PCOR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 323 shares of Procore worth $13.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 545 Procore shares in Q2 2026, an estimated $26.9K.
  • Procore made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1968 holding.
  • Pinnacle Wealth Planning Services first reported a position in Procore in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Procore position peaked at $63.7K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Procore as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.