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Lowe Wealth Advisors’s Progress Software PRGS Stock Holding History

Lowe Wealth 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
2025
Q3 		$13.2K Hold
300
– – ﹤0.01% 241
2025
Q2 		$19.2K Hold
300
– – 0.01% 202
2025
Q1 		$15.5K Buy
+300
New +$17.2K 0.01% 220

Other funds holding PRGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Lowe Wealth Advisors's PRGS Position: Q3 2025 in Review

Lowe Wealth Advisors held its Progress Software (PRGS) position steady in Q3 2025 at 300 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Lowe Wealth Advisors first reported a position in PRGS in Q1 2025 and has held it in 3 quarters since. The position peaked at $19.2K in Q2 2025. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

  • Lowe Wealth Advisors held 300 shares of Progress Software worth $13.2K as of Q3 2025.
  • Lowe Wealth Advisors left its Progress Software share count unchanged in Q3 2025.
  • Progress Software made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #241 holding.
  • Lowe Wealth Advisors first reported a position in Progress Software in Q1 2025 and has held it in 3 quarters since.
  • Lowe Wealth Advisors's Progress Software position peaked at $19.2K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.