Creative Planning
PGNY icon

Creative Planning’s Progyny PGNY Stock Holding History

Creative Planning’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 		$760K Buy
44,747
+10,187
+29% +$218K ﹤0.01% 2689
2025
Q4 		$888K Buy
34,560
+3,090
+10% +$71.1K ﹤0.01% 2381
2025
Q3 		$677K Buy
31,470
+8,009
+34% +$182K ﹤0.01% 2462
2025
Q2 		$516K Sell
23,461
-169
-0.7% -$3.71K ﹤0.01% 2448
2025
Q1 		$528K Buy
23,630
+6,836
+41% +$147K ﹤0.01% 2233
2024
Q4 		$290K Buy
16,794
+5,861
+54% +$91K ﹤0.01% 2693
2024
Q3 		$183K Buy
10,933
+369
+3% +$8.86K ﹤0.01% 2871
2024
Q2 		$302K Buy
10,564
+1,283
+14% +$38.6K ﹤0.01% 2341
2024
Q1 		$354K Buy
+9,281
New +$351K ﹤0.01% 2109
2023
Q3 		– Sell
-5,308
Closed -$209K – 3004
2023
Q2 		$209K Buy
+5,308
New +$192K ﹤0.01% 2185
2021
Q2 		– Sell
-4,830
Closed -$215K – 2455
2021
Q1 		$215K Buy
+4,830
New +$226K ﹤0.01% 2045

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

Creative Planning's PGNY Position: Q1 2026 in Review

Creative Planning increased its Progyny (PGNY) stake by 29% in Q1 2026, buying an estimated $218K and bringing the position to 44,747 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Creative Planning first reported a position in PGNY in Q1 2021 and has held it in 11 quarters since. The position peaked at $888K in Q4 2025. 291 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

  • Creative Planning held 44,747 shares of Progyny worth $760K as of Q1 2026.
  • Creative Planning bought 10,187 Progyny shares in Q1 2026, an estimated $218K.
  • Progyny made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2689 holding.
  • Creative Planning first reported a position in Progyny in Q1 2021 and has held it in 11 quarters since.
  • Creative Planning's Progyny position peaked at $888K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.