WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in PCOR — Procore Technologies, Inc.
CIK 1632972
PLYMOUTH, MN
Position in PCOR
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$3,293,688
+$2,552,468 QoQ
Shares Held
57,784
+467.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in PCOR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in PCOR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,293,688 | 57,784 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $741,220 | 10,190 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $660,509 | 9,058 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $599,290 | 8,759 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $508,486 | 7,702 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $531,178 | 7,089 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $510,979 | 8,279 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $248,529 | 3,748 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $298,359 | 3,631 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $244,969 | 3,539 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $218,299 | 3,342 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||