AWA
PGR icon

Alta Wealth Advisors’s Progressive PGR Stock Holding History

Alta Wealth Advisors’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-971
Closed -$240K – 178
2025
Q3 		$240K Sell
971
-200
-17% -$49.3K 0.09% 136
2025
Q2 		$312K Buy
1,171
+222
+23% +$60.9K 0.15% 90
2025
Q1 		$269K Buy
+949
New +$248K 0.12% 115
2023
Q1 		– Sell
-7,214
Closed -$936K – 151
2022
Q4 		$936K Buy
7,214
+154
+2% +$19.5K 0.63% 44
2022
Q3 		$820K Buy
+7,060
New +$850K 0.59% 44

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Alta Wealth Advisors's PGR Position: Q4 2025 in Review

Alta Wealth Advisors sold out of Progressive (PGR) in Q4 2025, closing a stake of 971 shares — an estimated $240K sold.

Alta Wealth Advisors first reported a position in PGR in Q3 2022 and held it in 5 quarters. The position peaked at $936K in Q4 2022. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Alta Wealth Advisors reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 971 Progressive shares in Q4 2025, an estimated $240K.
  • Alta Wealth Advisors first reported a position in Progressive in Q3 2022 and held it in 5 quarters.
  • Alta Wealth Advisors's Progressive position peaked at $936K in Q4 2022.
  • 1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Alta Wealth Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.