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CBIZ Investment Advisory Services’s Progyny PGNY Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-127
Closed -$3.26K – 660
2025
Q4 		$3.26K Buy
+127
New +$2.92K ﹤0.01% 580

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

CBIZ Investment Advisory Services's PGNY Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Progyny (PGNY) in Q1 2026, closing a stake of 127 shares — an estimated $3.26K sold.

CBIZ Investment Advisory Services first reported a position in PGNY in Q4 2025 and held it in 1 quarter. The position peaked at $3.26K in Q4 2025. 292 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Progyny position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 127 Progyny shares in Q1 2026, an estimated $3.26K.
  • CBIZ Investment Advisory Services first reported a position in Progyny in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Progyny position peaked at $3.26K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.