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Oak Harvest Investment Services’s Progressive PGR Stock Holding History

Oak Harvest Investment Services’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
Q3 		– Sell
-30,363
Closed -$8.1M – 175
2025
Q2 		$8.1M Buy
30,363
+1,117
+4% +$306K 1.02% 32
2025
Q1 		$8.28M Buy
29,246
+2,947
+11% +$771K 1.16% 29
2024
Q4 		$6.3M Sell
26,299
-309
-1% -$77.8K 0.88% 43
2024
Q3 		$6.75M Buy
+26,608
New +$6.19M 0.97% 41

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Oak Harvest Investment Services's PGR Position: Q3 2025 in Review

Oak Harvest Investment Services sold out of Progressive (PGR) in Q3 2025, closing a stake of 30,363 shares — an estimated $8.1M sold.

Oak Harvest Investment Services first reported a position in PGR in Q3 2024 and held it in 4 quarters. The position peaked at $8.28M in Q1 2025. 1,799 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Oak Harvest Investment Services reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 30,363 Progressive shares in Q3 2025, an estimated $8.1M.
  • Oak Harvest Investment Services first reported a position in Progressive in Q3 2024 and held it in 4 quarters.
  • Oak Harvest Investment Services's Progressive position peaked at $8.28M in Q1 2025.
  • 1,799 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Oak Harvest Investment Services's 13F filing for Q3 2025, filed 17 Oct 2025.