True Wealth Design’s Procore PCOR Stock Holding History

True Wealth Design’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	$1.54K	Sell	38 -673	-95%	-$33.3K	﹤0.01%	1807
2026 Q1	$40.5K	Buy	711 +626	+736%	+$37K	0.01%	465
2025 Q4	$6.18K	Buy	85 +7	+9%	+$518	﹤0.01%	1006
2025 Q3	$5.69K	Hold	78	–	–	﹤0.01%	1030
2025 Q2	$5.34K	Buy	78 +37	+90%	+$2.42K	﹤0.01%	779
2025 Q1	$2.71K	Buy	41 +39	+1,950%	+$2.94K	﹤0.01%	902
2024 Q4	$150	Sell	2 -2	-50%	-$142	﹤0.01%	1249
2024 Q3	$247	Hold	4	–	–	﹤0.01%	1180
2024 Q2	$266	Buy	+4	New	+$278	﹤0.01%	722
2024 Q1	–	Sell	-1	Closed	-$70	–	803
2023 Q4	$70	Buy	+1	New	+$62	﹤0.01%	756

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

True Wealth Design's PCOR Position: Q2 2026 in Review

True Wealth Design reduced its Procore (PCOR) stake by 95% in Q2 2026, selling an estimated $33.3K and leaving 38 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

True Wealth Design first reported a position in PCOR in Q4 2023 and has held it in 10 quarters since. The position peaked at $40.5K in Q1 2026. 399 funds tracked by Wall St. Rank hold PCOR as of Q2 2026.

True Wealth Design held 38 shares of Procore worth $1.54K as of Q2 2026.
True Wealth Design sold 673 Procore shares in Q2 2026, an estimated $33.3K.
Procore made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1807 holding.
True Wealth Design first reported a position in Procore in Q4 2023 and has held it in 10 quarters since.
True Wealth Design's Procore position peaked at $40.5K in Q1 2026.
399 funds tracked by Wall St. Rank held Procore as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.