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Private Wealth Management Group’s Procore PCOR Stock Holding History

Private Wealth Management Group’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 		$5.12K Buy
126
+71
+129% +$3.51K ﹤0.01% 838
2026
Q1 		$3.13K Sell
55
-14
-20% -$828 ﹤0.01% 932
2025
Q4 		$5.02K Hold
69
– – ﹤0.01% 772
2025
Q3 		$5.03K Hold
69
– – ﹤0.01% 791
2025
Q2 		$4.72K Buy
69
+25
+57% +$1.63K ﹤0.01% 776
2025
Q1 		$2.9K Hold
44
– – ﹤0.01% 931
2024
Q4 		$3.3K Hold
44
– – ﹤0.01% 909
2024
Q3 		$2.72K Buy
+44
New +$2.7K ﹤0.01% 956

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

Private Wealth Management Group's PCOR Position: Q2 2026 in Review

Private Wealth Management Group increased its Procore (PCOR) stake by 129% in Q2 2026, buying an estimated $3.51K and bringing the position to 126 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Private Wealth Management Group first reported a position in PCOR in Q3 2024 and has held it in 8 quarters since. 400 funds tracked by Wall St. Rank hold PCOR as of Q2 2026.

  • Private Wealth Management Group held 126 shares of Procore worth $5.12K as of Q2 2026.
  • Private Wealth Management Group bought 71 Procore shares in Q2 2026, an estimated $3.51K.
  • Procore made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #838 holding.
  • Private Wealth Management Group first reported a position in Procore in Q3 2024 and has held it in 8 quarters since.
  • 400 funds tracked by Wall St. Rank held Procore as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.