Carson Wealth (CWM LLC)
PRGS icon

Carson Wealth (CWM LLC)’s Progress Software PRGS Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$233K Sell
9,083
-2,181
-19% -$83.4K ﹤0.01% 2601
2025
Q4 		$484K Buy
11,264
+7,287
+183% +$318K ﹤0.01% 1946
2025
Q3 		$175K Buy
3,977
+3,464
+675% +$160K ﹤0.01% 2544
2025
Q2 		$33K Buy
513
+77
+18% +$4.68K ﹤0.01% 3592
2025
Q1 		$22K Buy
436
+72
+20% +$4.12K ﹤0.01% 3611
2024
Q4 		$24K Buy
364
+35
+11% +$2.34K ﹤0.01% 3327
2024
Q3 		$22K Buy
329
+71
+28% +$4.06K ﹤0.01% 3303
2024
Q2 		$14K Buy
258
+224
+659% +$11.4K ﹤0.01% 3351
2024
Q1 		$2K Sell
34
-35
-51% -$1.92K ﹤0.01% 4025
2023
Q4 		$4K Sell
69
-82
-54% -$4.35K ﹤0.01% 3621
2023
Q3 		$8K Hold
151
– – ﹤0.01% 3261
2023
Q2 		$9K Buy
151
+1
+0.7% +$57 ﹤0.01% 3154
2023
Q1 		$9K Sell
150
-8
-5% -$446 ﹤0.01% 3030
2022
Q4 		$8K Sell
158
-149
-49% -$7.43K ﹤0.01% 2951
2022
Q3 		$13K Buy
307
+150
+96% +$6.93K ﹤0.01% 2525
2022
Q2 		$7K Sell
157
-27
-15% -$1.28K ﹤0.01% 2819
2022
Q1 		$9K Buy
184
+116
+171% +$5.22K ﹤0.01% 2559
2021
Q4 		$3K Buy
+68
New +$3.39K ﹤0.01% 3017
2019
Q1 		– Sell
-64
Closed -$2K – 3206
2018
Q4 		$2K Buy
64
+1
+2% +$33 ﹤0.01% 1783
2018
Q3 		$2K Buy
63
+11
+21% +$437 ﹤0.01% 1553
2018
Q2 		$2K Buy
+52
New +$1.97K ﹤0.01% 1412

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Progress Software (PRGS) stake by 19% in Q1 2026, selling an estimated $83.4K and leaving 9,083 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2601.

Carson Wealth (CWM LLC) first reported a position in PRGS in Q2 2018 and has held it in 21 quarters since. The position peaked at $484K in Q4 2025. 293 funds tracked by Wall St. Rank hold PRGS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,083 shares of Progress Software worth $233K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,181 Progress Software shares in Q1 2026, an estimated $83.4K.
  • Progress Software made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2601 holding.
  • Carson Wealth (CWM LLC) first reported a position in Progress Software in Q2 2018 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Progress Software position peaked at $484K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q1 2026.

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