NWWA
PGR icon

New Wave Wealth Advisors’s Progressive PGR Stock Holding History

New Wave Wealth Advisors’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
2025
Q4 		– Sell
-1,930
Closed -$477K – 199
2025
Q3 		$477K Buy
1,930
+62
+3% +$15.3K 0.19% 86
2025
Q2 		$498K Buy
1,868
+5
+0.3% +$1.37K 0.21% 73
2025
Q1 		$527K Buy
1,863
+100
+6% +$26.2K 0.24% 60
2024
Q4 		$422K Sell
1,763
-2
-0.1% -$503 0.17% 78
2024
Q3 		$448K Buy
1,765
+5
+0.3% +$1.16K 0.21% 71
2024
Q2 		$366K Buy
+1,760
New +$368K 0.2% 81

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return