Schneider Downs Wealth Management Advisors’s Porch Group PRCH Stock Holding History

Schneider Downs Wealth Management Advisors’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
2026 Q2	$4.12M	Hold	274,216	–	–	0.39%	31
2026 Q1	$1.97M	Sell	274,216 -600	-0.2%	-$4.79K	0.22%	51
2025 Q4	$2.51M	Hold	274,816	–	–	0.28%	43
2025 Q3	$4.61M	Sell	274,816 -1,867	-0.7%	-$28.6K	0.55%	28
2025 Q2	$3.26M	Sell	276,683 -6,593	-2%	-$56.6K	0.49%	31
2025 Q1	$2.07M	Hold	283,276	–	–	0.37%	34
2024 Q4	$1.39M	Hold	283,276	–	–	0.26%	49
2024 Q3	$435K	Sell	283,276 -335	-0.1%	-$526	0.09%	93
2024 Q2	$428K	Hold	283,611	–	–	0.1%	90
2024 Q1	$1.22M	Hold	283,611	–	–	0.28%	46
2023 Q4	$874K	Hold	283,611	–	–	0.23%	51
2023 Q3	$228K	Hold	283,611	–	–	0.05%	99
2023 Q2	$391K	Hold	283,611	–	–	0.09%	70
2023 Q1	$406K	Hold	283,611	–	–	0.08%	71
2022 Q4	$533K	Buy	+283,611	New	+$501K	0.12%	63

Other funds holding PRCH

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's PRCH Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Porch Group (PRCH) position steady in Q2 2026 at 274,216 shares worth $4.12M. The position accounts for 0.39% of the portfolio, ranked #31.

Schneider Downs Wealth Management Advisors first reported a position in PRCH in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.61M in Q3 2025. 200 funds tracked by Wall St. Rank hold PRCH as of Q2 2026.

Schneider Downs Wealth Management Advisors held 274,216 shares of Porch Group worth $4.12M as of Q2 2026.
Schneider Downs Wealth Management Advisors left its Porch Group share count unchanged in Q2 2026.
Porch Group made up 0.39% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #31 holding.
Schneider Downs Wealth Management Advisors first reported a position in Porch Group in Q4 2022 and has held it in 15 quarters since.
Schneider Downs Wealth Management Advisors's Porch Group position peaked at $4.61M in Q3 2025.
200 funds tracked by Wall St. Rank held Porch Group as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.