IA
PGNY icon

IFP Advisors’s Progyny PGNY Stock Holding History

IFP Advisors’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
2026
Q1 		$7K Buy
412
+221
+116% +$4.74K ﹤0.01% 3343
2025
Q4 		$4.91K Sell
191
-27
-12% -$621 ﹤0.01% 3424
2025
Q3 		$4.69K Buy
218
+3
+1% +$68 ﹤0.01% 3293
2025
Q2 		$4.73K Buy
215
+84
+64% +$1.84K ﹤0.01% 3429
2025
Q1 		$2.93K Hold
131
– – ﹤0.01% 3021
2024
Q4 		$2.26K Buy
131
+63
+93% +$978 ﹤0.01% 3062
2024
Q3 		$1.14K Buy
68
+36
+113% +$864 ﹤0.01% 3059
2024
Q2 		$916 Hold
32
– – ﹤0.01% 3005
2024
Q1 		$1.22K Buy
+32
New +$1.21K ﹤0.01% 2814
2023
Q1 		– Sell
-1,240
Closed -$20K – 4156
2022
Q4 		$20K Buy
1,240
+131
+12% +$4.74K ﹤0.01% 2886
2022
Q3 		$33K Hold
1,109
– – ﹤0.01% 2700
2022
Q2 		$33K Hold
1,109
– – ﹤0.01% 2466
2022
Q1 		$33K Buy
+1,109
New +$47.5K ﹤0.01% 2466
2021
Q3 		– Sell
-2,115
Closed -$126K – 4299
2021
Q2 		$126K Buy
2,115
+1,915
+958% +$108K ﹤0.01% 1121
2021
Q1 		$9K Buy
+200
New +$9.34K ﹤0.01% 2180

Other funds holding PGNY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return