Focus Partners Wealth
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Focus Partners Wealth’s Progyny PGNY Stock Holding History

Focus Partners Wealth’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
2025
Q1 		– Sell
-60,189
Closed -$1.04M – 2003
2024
Q4 		$1.04M Buy
60,189
+10,189
+20% +$158K ﹤0.01% 1049
2024
Q3 		$838K Buy
+50,000
New +$1.2M ﹤0.01% 987

Other funds holding PGNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Focus Partners Wealth's PGNY Position: Q1 2025 in Review

Focus Partners Wealth sold out of Progyny (PGNY) in Q1 2025, closing a stake of 60,189 shares — an estimated $1.04M sold.

Focus Partners Wealth first reported a position in PGNY in Q3 2024 and held it in 2 quarters. The position peaked at $1.04M in Q4 2024. 288 funds tracked by Wall St. Rank hold PGNY as of Q1 2025.

  • Focus Partners Wealth reported no remaining Progyny position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 60,189 Progyny shares in Q1 2025, an estimated $1.04M.
  • Focus Partners Wealth first reported a position in Progyny in Q3 2024 and held it in 2 quarters.
  • Focus Partners Wealth's Progyny position peaked at $1.04M in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Progyny as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.