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Gilpin Wealth Management’s Progress Software PRGS Stock Holding History

Gilpin Wealth Management’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 		$168 Sell
5
-1
-17% -$30 ﹤0.01% 948
2026
Q1 		$154 Buy
6
+3
+100% +$115 ﹤0.01% 909
2025
Q4 		$129 Buy
+3
New +$131 ﹤0.01% 771

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

Gilpin Wealth Management's PRGS Position: Q2 2026 in Review

Gilpin Wealth Management reduced its Progress Software (PRGS) stake by 17% in Q2 2026, selling an estimated $30 and leaving 5 shares worth $168. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Gilpin Wealth Management first reported a position in PRGS in Q4 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Gilpin Wealth Management held 5 shares of Progress Software worth $168 as of Q2 2026.
  • Gilpin Wealth Management sold 1 Progress Software share in Q2 2026, an estimated $30.
  • Progress Software made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #948 holding.
  • Gilpin Wealth Management first reported a position in Progress Software in Q4 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

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