Choate Investment Advisors’s Progress Software PRGS Stock Holding History

Choate Investment Advisors’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 Q2	$2.08M	Hold	61,948	–	–	0.04%	172
2026 Q1	$1.59M	Hold	61,948	–	–	0.03%	187
2025 Q4	$2.66M	Hold	61,948	–	–	0.05%	130
2025 Q3	$2.72M	Hold	61,948	–	–	0.06%	132
2025 Q2	$3.95M	Hold	61,948	–	–	0.09%	90
2025 Q1	$3.19M	Hold	61,948	–	–	0.08%	103
2024 Q4	$4.04M	Hold	61,948	–	–	0.1%	94
2024 Q3	$4.17M	Hold	61,948	–	–	0.11%	93
2024 Q2	$3.36M	Hold	61,948	–	–	0.09%	102
2024 Q1	$3.3M	Hold	61,948	–	–	0.09%	112
2023 Q4	$3.36M	Hold	61,948	–	–	0.1%	105
2023 Q3	$3.26M	Hold	61,948	–	–	0.13%	76
2023 Q2	$3.6M	Hold	61,948	–	–	0.15%	61
2023 Q1	$3.56M	Hold	61,948	–	–	0.17%	55
2022 Q4	$3.13M	Hold	61,948	–	–	0.19%	55
2022 Q3	$2.64M	Hold	61,948	–	–	0.17%	60
2022 Q2	$2.81M	Hold	61,948	–	–	0.17%	57
2022 Q1	$2.92M	Hold	61,948	–	–	0.16%	66
2021 Q4	$2.99M	Hold	61,948	–	–	0.17%	59
2021 Q3	$3.05M	Hold	61,948	–	–	0.19%	53
2021 Q2	$2.87M	Hold	61,948	–	–	0.17%	58
2021 Q1	$2.73M	Hold	61,948	–	–	0.17%	58
2020 Q4	$2.8M	Sell	61,948 -23,555	-28%	-$952K	0.17%	55
2020 Q3	$3.14M	Hold	85,503	–	–	0.2%	45
2020 Q2	$3.31M	Hold	85,503	–	–	0.24%	39
2020 Q1	$2.74M	Hold	85,503	–	–	0.22%	52
2019 Q4	$3.55M	Hold	85,503	–	–	0.22%	58
2019 Q3	$3.25M	Hold	85,503	–	–	0.2%	58
2019 Q2	$3.73M	Hold	85,503	–	–	0.22%	55
2019 Q1	$3.79M	Hold	85,503	–	–	0.22%	53
2018 Q4	$3.04M	Hold	85,503	–	–	0.2%	57
2018 Q3	$3.02M	Hold	85,503	–	–	0.17%	54
2018 Q2	$3.32M	Hold	85,503	–	–	0.19%	59
2018 Q1	$3.29M	Hold	85,503	–	–	0.18%	62
2017 Q4	$3.64M	Hold	85,503	–	–	0.19%	64
2017 Q3	$3.26M	Hold	85,503	–	–	0.18%	65
2017 Q2	$2.64M	Hold	85,503	–	–	0.15%	67
2017 Q1	$2.48M	Hold	85,503	–	–	0.15%	73
2016 Q4	$2.73M	Hold	85,503	–	–	0.17%	65
2016 Q3	$2.33M	Sell	85,503 -12,250	-13%	-$350K	0.15%	70
2016 Q2	$2.68M	Hold	97,753	–	–	0.19%	64
2016 Q1	$2.36M	Sell	97,753 -10,000	-9%	-$246K	0.16%	69
2015 Q4	$2.91M	Buy	107,753 +10,000	+10%	+$239K	0.21%	62
2015 Q3	$2.52M	Hold	97,753	–	–	0.17%	65
2015 Q2	$2.69M	Hold	97,753	–	–	0.16%	65
2015 Q1	$2.66M	Sell	97,753 -10,000	-9%	-$265K	0.15%	68
2014 Q4	$2.91M	Hold	107,753	–	–	0.17%	63
2014 Q3	$2.58M	Hold	107,753	–	–	0.16%	66
2014 Q2	$2.59M	Sell	107,753 -5,000	-4%	-$109K	0.15%	71
2014 Q1	$2.46M	Hold	112,753	–	–	0.15%	75
2013 Q4	$2.91M	Hold	112,753	–	–	0.19%	65
2013 Q3	$2.91M	Hold	112,753	–	–	0.22%	66
2013 Q2	$2.59M	Buy	+112,753	New	+$2.54M	0.21%	69

Other funds holding PRGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Choate Investment Advisors's PRGS Position: Q2 2026 in Review

Choate Investment Advisors held its Progress Software (PRGS) position steady in Q2 2026 at 61,948 shares worth $2.08M. The position accounts for 0.04% of the portfolio, ranked #172.

Choate Investment Advisors first reported a position in PRGS in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.17M in Q3 2024. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

Choate Investment Advisors held 61,948 shares of Progress Software worth $2.08M as of Q2 2026.
Choate Investment Advisors left its Progress Software share count unchanged in Q2 2026.
Progress Software made up 0.04% of Choate Investment Advisors's portfolio in Q2 2026, its #172 holding.
Choate Investment Advisors first reported a position in Progress Software in Q2 2013 and has held it in 53 quarters since.
Choate Investment Advisors's Progress Software position peaked at $4.17M in Q3 2024.
293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.