PWA
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Physician Wealth Advisors’s Progyny PGNY Stock Holding History

Physician Wealth Advisors’s Portfolio PGNY Stock Details PGNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-44
Closed -$1.13K – 2198
2025
Q4 		$1.13K Hold
44
– – ﹤0.01% 1541
2025
Q3 		$947 Hold
44
– – ﹤0.01% 1617
2025
Q2 		$968 Buy
+44
New +$965 ﹤0.01% 1454
2025
Q1 		– Sell
-39
Closed -$673 – 1507
2024
Q4 		$673 Buy
+39
New +$605 ﹤0.01% 1056

Other funds holding PGNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Physician Wealth Advisors's PGNY Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Progyny (PGNY) in Q1 2026, closing a stake of 44 shares — an estimated $1.13K sold.

Physician Wealth Advisors first reported a position in PGNY in Q4 2024 and held it in 4 quarters. The position peaked at $1.13K in Q4 2025. 292 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Progyny position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 44 Progyny shares in Q1 2026, an estimated $1.13K.
  • Physician Wealth Advisors first reported a position in Progyny in Q4 2024 and held it in 4 quarters.
  • Physician Wealth Advisors's Progyny position peaked at $1.13K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.