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Opal Wealth Advisors’s Progress Software PRGS Stock Holding History

Opal 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 		– Sell
-398
Closed -$25.4K – 459
2025
Q2 		$25.4K Buy
398
+9
+2% +$547 0.01% 509
2025
Q1 		$20K Buy
+389
New +$22.3K 0.01% 532
2024
Q3 		– Sell
-323
Closed -$17.5K – 924
2024
Q2 		$17.5K Buy
+323
New +$16.4K 0.01% 541

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

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

Opal Wealth Advisors sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 398 shares — an estimated $25.4K sold.

Opal Wealth Advisors first reported a position in PRGS in Q2 2024 and held it in 3 quarters. The position peaked at $25.4K in Q2 2025. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 398 Progress Software shares in Q3 2025, an estimated $25.4K.
  • Opal Wealth Advisors first reported a position in Progress Software in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Progress Software position peaked at $25.4K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.