Principia Wealth Advisory’s Procore PCOR Stock Holding History

Principia 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
2026 Q2	$325	Sell	8 -19	-70%	-$939	﹤0.01%	951
2026 Q1	$1.54K	Buy	27 +22	+440%	+$1.3K	﹤0.01%	587
2025 Q4	$364	Hold	5	–	–	﹤0.01%	867
2025 Q3	$365	Hold	5	–	–	﹤0.01%	830
2025 Q2	$342	Buy	5 +1	+25%	+$65	﹤0.01%	823
2025 Q1	$255	Sell	4 -1	-20%	-$75	﹤0.01%	738
2024 Q4	$375	Buy	+5	New	+$355	﹤0.01%	626

Other funds holding PCOR

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principia Wealth Advisory's PCOR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Procore (PCOR) stake by 70% in Q2 2026, selling an estimated $939 and leaving 8 shares worth $325. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Principia Wealth Advisory first reported a position in PCOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54K in Q1 2026. 400 funds tracked by Wall St. Rank hold PCOR as of Q2 2026.

Principia Wealth Advisory held 8 shares of Procore worth $325 as of Q2 2026.
Principia Wealth Advisory sold 19 Procore shares in Q2 2026, an estimated $939.
Procore made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #951 holding.
Principia Wealth Advisory first reported a position in Procore in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Procore position peaked at $1.54K in Q1 2026.
400 funds tracked by Wall St. Rank held Procore as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.