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Clearstead Advisors’s Progyny PGNY Stock Holding History

Clearstead Advisors’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
Q2 		$434 Buy
+15
New +$335 ﹤0.01% 2965
2025
Q4 		– Sell
-594
Closed -$12.8K – 3136
2025
Q3 		$12.8K Buy
594
+28
+5% +$636 ﹤0.01% 1838
2025
Q2 		$12.5K Buy
+566
New +$12.4K ﹤0.01% 1811
2024
Q4 		– Sell
-187
Closed -$3.13K – 2167
2024
Q3 		$3.13K Hold
187
– – ﹤0.01% 1781
2024
Q2 		$5.35K Buy
+187
New +$5.63K ﹤0.01% 1678
2024
Q1 		– Sell
-35
Closed -$1.3K – 1613
2023
Q4 		$1.3K Hold
35
– – ﹤0.01% 1363
2023
Q3 		$1.19K Buy
+35
New +$1.32K ﹤0.01% 1336
2022
Q2 		– Sell
-42
Closed -$2K – 1400
2022
Q1 		$2K Buy
+42
New +$1.8K ﹤0.01% 1224
2021
Q4 		– Sell
-376
Closed -$21K – 1397
2021
Q3 		$21K Buy
+376
New +$20.8K ﹤0.01% 807

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Advisors's PGNY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Progyny (PGNY) in Q2 2026: 15 shares worth $434. The stake represents ﹤0.01% of the portfolio and ranks #2965 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PGNY as recently as Q3 2025.

Clearstead Advisors first reported a position in PGNY in Q3 2021 and has held it in 9 quarters since. The position peaked at $21K in Q3 2021. 311 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • Clearstead Advisors held 15 shares of Progyny worth $434 as of Q2 2026.
  • Progyny was a new Clearstead Advisors position in Q2 2026.
  • Progyny made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2965 holding.
  • Clearstead Advisors first reported a position in Progyny in Q3 2021 and has held it in 9 quarters since.
  • Clearstead Advisors's Progyny position peaked at $21K in Q3 2021.
  • 311 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.