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AE Wealth Management’s Progress Software PRGS Stock Holding History

AE Wealth Management’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,232
Closed -$398K – 2354
2025
Q2 		$398K Sell
6,232
-639
-9% -$38.9K ﹤0.01% 1008
2025
Q1 		$354K Sell
6,871
-1,263
-16% -$72.3K ﹤0.01% 1028
2024
Q4 		$530K Buy
8,134
+4,339
+114% +$290K ﹤0.01% 893
2024
Q3 		$256K Buy
+3,795
New +$217K ﹤0.01% 1086

Other funds holding PRGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AE Wealth Management's PRGS Position: Q3 2025 in Review

AE Wealth Management sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 6,232 shares — an estimated $398K sold.

AE Wealth Management first reported a position in PRGS in Q3 2024 and held it in 4 quarters. The position peaked at $530K in Q4 2024. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

  • AE Wealth Management reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 6,232 Progress Software shares in Q3 2025, an estimated $398K.
  • AE Wealth Management first reported a position in Progress Software in Q3 2024 and held it in 4 quarters.
  • AE Wealth Management's Progress Software position peaked at $530K in Q4 2024.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.