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Intentional Wealth Strategies’s Progressive PGR Stock Holding History

Intentional Wealth Strategies’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8
Closed -$1.59K – 673
2026
Q1 		$1.59K Buy
+8
New +$1.65K ﹤0.01% 696

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intentional Wealth Strategies's PGR Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Progressive (PGR) in Q2 2026, closing a stake of 8 shares — an estimated $1.59K sold.

Intentional Wealth Strategies first reported a position in PGR in Q1 2026 and held it in 1 quarter. The position peaked at $1.59K in Q1 2026. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 8 Progressive shares in Q2 2026, an estimated $1.59K.
  • Intentional Wealth Strategies first reported a position in Progressive in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Progressive position peaked at $1.59K in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.