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EverSource Wealth Advisors’s Progress Software PRGS Stock Holding History

EverSource Wealth Advisors’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 		$35.7K Buy
1,062
+237
+29% +$7.01K ﹤0.01% 2008
2026
Q1 		$21.2K Buy
825
+619
+300% +$23.7K ﹤0.01% 2471
2025
Q4 		$8.85K Buy
206
+56
+37% +$2.44K ﹤0.01% 2862
2025
Q3 		$6.59K Sell
150
-382
-72% -$17.6K ﹤0.01% 3025
2025
Q2 		$34K Buy
532
+115
+28% +$7K ﹤0.01% 1885
2025
Q1 		$21.5K Buy
417
+200
+92% +$11.4K ﹤0.01% 1653
2024
Q4 		$14.1K Buy
217
+71
+49% +$4.74K ﹤0.01% 1820
2024
Q3 		$9.84K Buy
146
+21
+17% +$1.2K ﹤0.01% 1878
2024
Q2 		$7.3K Buy
125
+63
+102% +$3.2K ﹤0.01% 2038
2024
Q1 		$3.09K Hold
62
– – ﹤0.01% 2232
2023
Q4 		$3.37K Hold
62
– – ﹤0.01% 2010
2023
Q3 		$3.26K Hold
62
– – ﹤0.01% 1861
2023
Q2 		$3.6K Hold
62
– – ﹤0.01% 1853
2023
Q1 		$3.56K Hold
62
– – ﹤0.01% 1751
2022
Q4 		$3.13K Hold
62
– – ﹤0.01% 1772
2022
Q3 		$3K Hold
62
– – ﹤0.01% 1569
2022
Q2 		$3K Hold
62
– – ﹤0.01% 1423
2022
Q1 		$3K Hold
62
– – ﹤0.01% 1443
2021
Q4 		$3K Buy
+62
New +$3.09K ﹤0.01% 1448

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's PRGS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Progress Software (PRGS) stake by 29% in Q2 2026, buying an estimated $7.01K and bringing the position to 1,062 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

EverSource Wealth Advisors first reported a position in PRGS in Q4 2021 and has held it in 19 quarters since. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • EverSource Wealth Advisors held 1,062 shares of Progress Software worth $35.7K as of Q2 2026.
  • EverSource Wealth Advisors bought 237 Progress Software shares in Q2 2026, an estimated $7.01K.
  • Progress Software made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2008 holding.
  • EverSource Wealth Advisors first reported a position in Progress Software in Q4 2021 and has held it in 19 quarters since.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.