Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Progyny PGNY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$709K Buy
41,774
+31,196
+295% +$669K ﹤0.01% 1780
2025
Q4 		$272K Sell
10,578
-9,089
-46% -$209K ﹤0.01% 2320
2025
Q3 		$423K Sell
19,667
-3,581
-15% -$81.4K ﹤0.01% 1896
2025
Q2 		$511K Sell
23,248
-231
-1% -$5.07K ﹤0.01% 1580
2025
Q1 		$525K Buy
23,479
+17,112
+269% +$369K ﹤0.01% 1424
2024
Q4 		$110K Buy
6,367
+4,671
+275% +$72.5K ﹤0.01% 2223
2024
Q3 		$28K Buy
1,696
+104
+7% +$2.5K ﹤0.01% 3152
2024
Q2 		$46K Sell
1,592
-79
-5% -$2.38K ﹤0.01% 2529
2024
Q1 		$64K Sell
1,671
-1,595
-49% -$60.3K ﹤0.01% 2146
2023
Q4 		$121K Sell
3,266
-224
-6% -$7.52K ﹤0.01% 1642
2023
Q3 		$119K Buy
3,490
+483
+16% +$18.2K ﹤0.01% 1541
2023
Q2 		$118K Buy
3,007
+98
+3% +$3.54K ﹤0.01% 1489
2023
Q1 		$93K Buy
2,909
+360
+14% +$11.9K ﹤0.01% 1528
2022
Q4 		$79K Sell
2,549
-121
-5% -$4.37K ﹤0.01% 1489
2022
Q3 		$99K Sell
2,670
-46
-2% -$1.72K ﹤0.01% 1334
2022
Q2 		$79K Buy
2,716
+187
+7% +$6.69K ﹤0.01% 1413
2022
Q1 		$130K Buy
2,529
+8
+0.3% +$343 ﹤0.01% 1230
2021
Q4 		$127K Buy
+2,521
New +$141K ﹤0.01% 1209
2021
Q2 		$199K Hold
3,376
– – ﹤0.01% 909
2021
Q1 		$199K Hold
3,376
– – ﹤0.01% 909
2020
Q4 		$199K Hold
3,376
– – ﹤0.01% 909
2020
Q3 		$199K Hold
3,376
– – ﹤0.01% 909
2020
Q2 		$199K Hold
3,376
– – ﹤0.01% 909
2020
Q1 		$199K Hold
3,376
– – ﹤0.01% 909
2019
Q4 		$199K Buy
+3,376
New +$80.9K ﹤0.01% 909

Other funds holding PGNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PGNY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Progyny (PGNY) stake by 295% in Q1 2026, buying an estimated $669K and bringing the position to 41,774 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Carson Wealth (CWM LLC) first reported a position in PGNY in Q4 2019 and has held it in 25 quarters since. 292 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 41,774 shares of Progyny worth $709K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 31,196 Progyny shares in Q1 2026, an estimated $669K.
  • Progyny made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1780 holding.
  • Carson Wealth (CWM LLC) first reported a position in Progyny in Q4 2019 and has held it in 25 quarters since.
  • 292 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.