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Cherry Tree Wealth Management’s Progressive PGR Stock Holding History

Cherry Tree Wealth Management’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
2026
Q1 		$13.1K Hold
66
– – ﹤0.01% 383
2025
Q4 		$15K Sell
66
-22
-25% -$4.97K ﹤0.01% 380
2025
Q3 		$21.7K Hold
88
– – ﹤0.01% 333
2025
Q2 		$23.5K Sell
88
-108
-55% -$29.6K 0.01% 320
2025
Q1 		$55.5K Hold
196
– – 0.01% 252
2024
Q4 		$47K Hold
196
– – 0.01% 257
2024
Q3 		$49.7K Hold
196
– – 0.01% 258
2024
Q2 		$40.7K Buy
196
+108
+123% +$22.6K 0.01% 266
2024
Q1 		$18.2K Hold
88
– – ﹤0.01% 325
2023
Q4 		$14K Hold
88
– – ﹤0.01% 332
2023
Q3 		$12.3K Buy
88
+63
+252% +$8.29K ﹤0.01% 327
2023
Q2 		$3.24K Buy
+25
New +$3.35K ﹤0.01% 454

Other funds holding PGR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return