Creative Planning
PRGS icon

Creative Planning’s Progress Software PRGS Stock Holding History

Creative Planning’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
Q1 		$658K Sell
25,644
-3,867
-13% -$148K ﹤0.01% 2808
2025
Q4 		$1.27M Buy
29,511
+12,193
+70% +$531K ﹤0.01% 2093
2025
Q3 		$761K Sell
17,318
-2,936
-14% -$135K ﹤0.01% 2372
2025
Q2 		$1.29M Buy
20,254
+9,482
+88% +$577K ﹤0.01% 1648
2025
Q1 		$555K Sell
10,772
-1,863
-15% -$107K ﹤0.01% 2193
2024
Q4 		$823K Buy
12,635
+4,861
+63% +$325K ﹤0.01% 1806
2024
Q3 		$524K Buy
7,774
+1,300
+20% +$74.4K ﹤0.01% 2066
2024
Q2 		$351K Buy
6,474
+2,183
+51% +$111K ﹤0.01% 2229
2024
Q1 		$229K Buy
4,291
+331
+8% +$18.2K ﹤0.01% 2474
2023
Q4 		$215K Buy
3,960
+127
+3% +$6.73K ﹤0.01% 2360
2023
Q3 		$202K Buy
+3,833
New +$225K ﹤0.01% 2235
2015
Q2 		– Sell
-13
Closed – – 2510
2015
Q1 		$0 Hold
13
– – ﹤0.01% 4364
2014
Q4 		$0 Hold
13
– – ﹤0.01% 4305
2014
Q3 		$0 Hold
13
– – ﹤0.01% 4121
2014
Q2 		$0 Hold
13
– – ﹤0.01% 3924
2014
Q1 		$0 Hold
13
– – ﹤0.01% 3724
2013
Q4 		$0 Hold
13
– – ﹤0.01% 3436
2013
Q3 		$0 Hold
13
– – ﹤0.01% 3322
2013
Q2 		$0 Buy
+13
New +$293 ﹤0.01% 3108

Other funds holding PRGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return