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Acumen Wealth Advisors’s Progyny PGNY Stock Holding History

Acumen Wealth Advisors’s Portfolio PGNY Stock Details PGNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.2K Buy
+839
New +$18.7K 0.01% 214
2026
Q1 		– Sell
-410
Closed -$10.5K – 543
2025
Q4 		$10.5K Buy
+410
New +$9.43K ﹤0.01% 293

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acumen Wealth Advisors's PGNY Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Progyny (PGNY) in Q2 2026: 839 shares worth $24.2K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings. This is a return to the name: Acumen Wealth Advisors previously reported a position in PGNY as recently as Q4 2025.

Acumen Wealth Advisors first reported a position in PGNY in Q4 2025 and has held it in 2 quarters since. 310 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • Acumen Wealth Advisors held 839 shares of Progyny worth $24.2K as of Q2 2026.
  • Progyny was a new Acumen Wealth Advisors position in Q2 2026.
  • Progyny made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • Acumen Wealth Advisors first reported a position in Progyny in Q4 2025 and has held it in 2 quarters since.
  • 310 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.