HighTower Advisors
PRGS icon

HighTower Advisors’s Progress Software PRGS Stock Holding History

HighTower 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
Q1 		– Sell
-5,477
Closed -$235K – 3904
2025
Q4 		$235K Sell
5,477
-154
-3% -$6.71K ﹤0.01% 3234
2025
Q3 		$247K Sell
5,631
-3,194
-36% -$147K ﹤0.01% 3198
2025
Q2 		$563K Sell
8,825
-214
-2% -$13K ﹤0.01% 2418
2025
Q1 		$466K Sell
9,039
-4,210
-32% -$241K ﹤0.01% 2521
2024
Q4 		$863K Buy
13,249
+2,631
+25% +$176K ﹤0.01% 2063
2024
Q3 		$712K Sell
10,618
-43
-0.4% -$2.46K ﹤0.01% 2140
2024
Q2 		$583K Buy
10,661
+75
+0.7% +$3.81K ﹤0.01% 2210
2024
Q1 		$569K Buy
10,586
+3,981
+60% +$219K ﹤0.01% 2188
2023
Q4 		$358K Buy
6,605
+356
+6% +$18.9K ﹤0.01% 2582
2023
Q3 		$330K Buy
+6,249
New +$366K ﹤0.01% 2524
2015
Q1 		– Sell
-52,091
Closed -$1.41M – 1677
2014
Q4 		$1.41M Buy
+52,091
New +$1.35M 0.02% 689

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VPM
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VCM
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State Street
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BTW
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return