MWM
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Moran Wealth Management’s PROG Holdings PRG Stock Holding History

Moran Wealth Management’s Portfolio PRG Stock Details PRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.83M Sell
146,486
-12,848
-8% -$448K 0.19% 170
2026
Q1 		$4.57M Buy
159,334
+35,013
+28% +$1.13M 0.14% 209
2025
Q4 		$3.67M Buy
124,321
+59,297
+91% +$1.77M 0.11% 228
2025
Q3 		$2.1M Buy
65,024
+1,852
+3% +$60.7K 0.06% 278
2025
Q2 		$1.85M Sell
63,172
-7,821
-11% -$217K 0.06% 288
2025
Q1 		$1.89M Buy
70,993
+8,362
+13% +$295K 0.06% 272
2024
Q4 		$2.65M Sell
62,631
-964
-2% -$44.5K 0.08% 234
2024
Q3 		$3.08M Buy
+63,595
New +$2.69M 0.09% 224

Other funds holding PRG

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moran Wealth Management's PRG Position: Q2 2026 in Review

Moran Wealth Management reduced its PROG Holdings (PRG) stake by 8.1% in Q2 2026, selling an estimated $448K and leaving 146,486 shares worth $6.83M. The position accounts for 0.19% of the portfolio, ranked #170.

Moran Wealth Management first reported a position in PRG in Q3 2024 and has held it in 8 quarters since. 294 funds tracked by Wall St. Rank hold PRG as of Q2 2026.

  • Moran Wealth Management held 146,486 shares of PROG Holdings worth $6.83M as of Q2 2026.
  • Moran Wealth Management sold 12,848 PROG Holdings shares in Q2 2026, an estimated $448K.
  • PROG Holdings made up 0.19% of Moran Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Moran Wealth Management first reported a position in PROG Holdings in Q3 2024 and has held it in 8 quarters since.
  • 294 funds tracked by Wall St. Rank held PROG Holdings as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.