DiNuzzo Private Wealth’s Progress Software PRGS Stock Holding History

DiNuzzo Private Wealth’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	–	Sell	-5	Closed	-$129	–	1366
2026 Q1	$129	Hold	5	–	–	﹤0.01%	1268
2025 Q4	$215	Sell	5 -1	-17%	-$44	﹤0.01%	1257
2025 Q3	$278	Sell	6 -1	-14%	-$46	﹤0.01%	1221
2025 Q2	$447	Buy	7 +1	+17%	+$61	﹤0.01%	1102
2025 Q1	$310	Hold	6	–	–	﹤0.01%	1176
2024 Q4	$391	Hold	6	–	–	﹤0.01%	1151
2024 Q3	$405	Hold	6	–	–	﹤0.01%	1169
2024 Q2	$326	Sell	6 -2	-25%	-$101	﹤0.01%	1164
2024 Q1	$427	Buy	8 +3	+60%	+$165	﹤0.01%	1025
2023 Q4	$272	Buy	+5	New	+$265	﹤0.01%	1151

Other funds holding PRGS

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return