MPWT
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MassMutual Private Wealth & Trust’s Progress Software PRGS Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$14.9K Hold
374
– – ﹤0.01% 1172
2026
Q2 		$12.6K Buy
+374
New +$11.1K ﹤0.01% 1297
2026
Q1 		– Sell
-200
Closed -$7.64K – 2472
2025
Q4 		$8.59K Buy
200
+56
+39% +$2.44K ﹤0.01% 1453
2025
Q3 		$6.33K Buy
144
+4
+3% +$184 ﹤0.01% 1586
2025
Q2 		$8.94K Hold
140
– – ﹤0.01% 1404
2025
Q1 		$7.21K Buy
140
+38
+37% +$2.17K ﹤0.01% 1429
2024
Q4 		$6.64K Hold
102
– – ﹤0.01% 1421
2024
Q3 		$6.87K Buy
102
+13
+15% +$744 ﹤0.01% 1259
2024
Q2 		$4.83K Sell
89
-98
-52% -$4.97K ﹤0.01% 1326
2024
Q1 		$9.97K Buy
187
+41
+28% +$2.25K ﹤0.01% 1046
2023
Q4 		$7.93K Buy
146
+41
+39% +$2.17K ﹤0.01% 1100
2023
Q3 		$5.52K Hold
105
– – ﹤0.01% 1215
2023
Q2 		$6.1K Hold
105
– – ﹤0.01% 1148
2023
Q1 		$6.03K Buy
105
+90
+600% +$5.02K ﹤0.01% 1101
2022
Q4 		$1K Sell
15
-17
-53% -$848 ﹤0.01% 1520
2022
Q3 		$1K Buy
+32
New +$1.48K ﹤0.01% 1492
2018
Q3 		– Sell
-33
Closed -$1.28K – 1083
2018
Q2 		$1.28K Hold
33
– – ﹤0.01% 962
2018
Q1 		$1.27K Buy
+33
New +$1.51K ﹤0.01% 904

Other funds holding PRGS

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

MassMutual Private Wealth & Trust's PRGS Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Progress Software (PRGS) position steady in Q3 2026 at 374 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

MassMutual Private Wealth & Trust first reported a position in PRGS in Q1 2018 and has held it in 18 quarters since. 12 funds tracked by Wall St. Rank hold PRGS as of Q3 2026.

  • MassMutual Private Wealth & Trust held 374 shares of Progress Software worth $14.9K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Progress Software share count unchanged in Q3 2026.
  • Progress Software made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1172 holding.
  • MassMutual Private Wealth & Trust first reported a position in Progress Software in Q1 2018 and has held it in 18 quarters since.
  • 12 funds tracked by Wall St. Rank held Progress Software as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.