LWCFA
PRGS icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Progress Software PRGS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q2 		$60.4K Hold
1,800
– – ﹤0.01% 427
2026
Q1 		$48K Hold
1,800
– – ﹤0.01% 429
2025
Q4 		$75K Hold
1,800
– – ﹤0.01% 397
2025
Q3 		$81.1K Hold
1,800
– – ﹤0.01% 394
2025
Q2 		$115K Hold
1,800
– – ﹤0.01% 334
2025
Q1 		$105K Hold
1,800
– – ﹤0.01% 328
2024
Q4 		$98.1K Hold
1,800
– – ﹤0.01% 342
2024
Q3 		$117K Hold
1,800
– – ﹤0.01% 324
2024
Q2 		$102K Hold
1,800
– – ﹤0.01% 331
2024
Q1 		$92.1K Hold
1,800
– – ﹤0.01% 342
2023
Q4 		$102K Hold
1,800
– – ﹤0.01% 346
2023
Q3 		$89.4K Hold
1,800
– – ﹤0.01% 365
2023
Q2 		$105K Hold
1,800
– – ﹤0.01% 359
2023
Q1 		$103K Hold
1,800
– – ﹤0.01% 338
2022
Q4 		$90.8K Hold
1,800
– – ﹤0.01% 356
2022
Q3 		$77K Hold
1,800
– – ﹤0.01% 374
2022
Q2 		$82K Hold
1,800
– – ﹤0.01% 379
2022
Q1 		$85K Buy
+1,800
New +$81K ﹤0.01% 400

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PRGS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Progress Software (PRGS) position steady in Q2 2026 at 1,800 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PRGS in Q1 2022 and has held it in 18 quarters since. The position peaked at $117K in Q3 2024. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,800 shares of Progress Software worth $60.4K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Progress Software share count unchanged in Q2 2026.
  • Progress Software made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #427 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Progress Software in Q1 2022 and has held it in 18 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Progress Software position peaked at $117K in Q3 2024.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.