HWM
PRGS icon

Hohimer Wealth Management’s Progress Software PRGS Stock Holding History

Hohimer 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
2025
Q1 		– Sell
-3,552
Closed -$231K – 279
2024
Q4 		$231K Buy
3,552
+209
+6% +$14K 0.04% 212
2024
Q3 		$225K Buy
+3,343
New +$191K 0.05% 205

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hohimer Wealth Management's PRGS Position: Q1 2025 in Review

Hohimer Wealth Management sold out of Progress Software (PRGS) in Q1 2025, closing a stake of 3,552 shares — an estimated $231K sold.

Hohimer Wealth Management first reported a position in PRGS in Q3 2024 and held it in 2 quarters. The position peaked at $231K in Q4 2024. 313 funds tracked by Wall St. Rank hold PRGS as of Q1 2025.

  • Hohimer Wealth Management reported no remaining Progress Software position as of Q1 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 3,552 Progress Software shares in Q1 2025, an estimated $231K.
  • Hohimer Wealth Management first reported a position in Progress Software in Q3 2024 and held it in 2 quarters.
  • Hohimer Wealth Management's Progress Software position peaked at $231K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Progress Software as of Q1 2025.

Based on Hohimer Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.