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SHP Wealth Management’s Procore PCOR Stock Holding History

SHP Wealth Management’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 		$2.31K Sell
57
-9
-14% -$445 ﹤0.01% 1356
2026
Q1 		$3.76K Buy
66
+23
+53% +$1.36K ﹤0.01% 1140
2025
Q4 		$3.13K Buy
+43
New +$3.18K ﹤0.01% 1060

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

SHP Wealth Management's PCOR Position: Q2 2026 in Review

SHP Wealth Management reduced its Procore (PCOR) stake by 14% in Q2 2026, selling an estimated $445 and leaving 57 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

SHP Wealth Management first reported a position in PCOR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.76K in Q1 2026. 402 funds tracked by Wall St. Rank hold PCOR as of Q2 2026.

  • SHP Wealth Management held 57 shares of Procore worth $2.31K as of Q2 2026.
  • SHP Wealth Management sold 9 Procore shares in Q2 2026, an estimated $445.
  • Procore made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1356 holding.
  • SHP Wealth Management first reported a position in Procore in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Procore position peaked at $3.76K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Procore as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.