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Cherry Tree Wealth Management’s Progyny PGNY Stock Holding History

Cherry Tree Wealth Management’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
2025
Q4 		– Sell
-44
Closed -$947 – 627
2025
Q3 		$947 Hold
44
– – ﹤0.01% 544
2025
Q2 		$968 Hold
44
– – ﹤0.01% 556
2025
Q1 		$983 Hold
44
– – ﹤0.01% 680
2024
Q4 		$759 Hold
44
– – ﹤0.01% 592
2024
Q3 		$738 Hold
44
– – ﹤0.01% 575
2024
Q2 		$1.26K Hold
44
– – ﹤0.01% 538
2024
Q1 		$1.68K Hold
44
– – ﹤0.01% 517
2023
Q4 		$1.64K Hold
44
– – ﹤0.01% 519
2023
Q3 		$1.5K Hold
44
– – ﹤0.01% 502
2023
Q2 		$1.73K Buy
+44
New +$1.59K ﹤0.01% 504

Other funds holding PGNY

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cherry Tree Wealth Management's PGNY Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Progyny (PGNY) in Q4 2025, closing a stake of 44 shares — an estimated $947 sold.

Cherry Tree Wealth Management first reported a position in PGNY in Q2 2023 and held it in 10 quarters. The position peaked at $1.73K in Q2 2023. 313 funds tracked by Wall St. Rank hold PGNY as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Progyny position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 44 Progyny shares in Q4 2025, an estimated $947.
  • Cherry Tree Wealth Management first reported a position in Progyny in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Progyny position peaked at $1.73K in Q2 2023.
  • 313 funds tracked by Wall St. Rank held Progyny as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.