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EP Wealth Advisors’s Progyny PGNY Stock Holding History

EP Wealth 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 		$356K Buy
12,356
+104
+0.8% +$2.32K ﹤0.01% 1196
2026
Q1 		$208K Buy
12,252
+1,547
+14% +$33.2K ﹤0.01% 1394
2025
Q4 		$275K Buy
+10,705
New +$246K ﹤0.01% 1189
2025
Q2 		$227K Sell
10,331
-219
-2% -$4.8K ﹤0.01% 1175
2025
Q1 		$236K Buy
+10,550
New +$227K ﹤0.01% 1049

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

EP Wealth Advisors's PGNY Position: Q2 2026 in Review

EP Wealth Advisors increased its Progyny (PGNY) stake by 0.85% in Q2 2026, buying an estimated $2.32K and bringing the position to 12,356 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

EP Wealth Advisors first reported a position in PGNY in Q1 2025 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • EP Wealth Advisors held 12,356 shares of Progyny worth $356K as of Q2 2026.
  • EP Wealth Advisors bought 104 Progyny shares in Q2 2026, an estimated $2.32K.
  • Progyny made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1196 holding.
  • EP Wealth Advisors first reported a position in Progyny in Q1 2025 and has held it in 5 quarters since.
  • 311 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.