Integrated Wealth Concepts’s Progress Software PRGS Stock Holding History

Integrated Wealth Concepts’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	$60.6K	Buy	+1,806	New	+$53.4K	﹤0.01%	3208

Other funds holding PRGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's PRGS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Progress Software (PRGS) in Q2 2026: 1,806 shares worth $60.6K. The stake represents ﹤0.01% of the portfolio and ranks #3208 among its holdings.

293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

Integrated Wealth Concepts held 1,806 shares of Progress Software worth $60.6K as of Q2 2026.
Progress Software was a new Integrated Wealth Concepts position in Q2 2026.
Progress Software made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3208 holding.
293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.