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Physician Wealth Advisors’s Progress Software PRGS Stock Holding History

Physician 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
Q4 		– Sell
-18
Closed -$791 – 2129
2025
Q3 		$791 Buy
+18
New +$830 ﹤0.01% 1695

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 $13.1B AUM 24.63% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Physician Wealth Advisors's PRGS Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Progress Software (PRGS) in Q4 2025, closing a stake of 18 shares — an estimated $791 sold.

Physician Wealth Advisors first reported a position in PRGS in Q3 2025 and held it in 1 quarter. The position peaked at $791 in Q3 2025. 309 funds tracked by Wall St. Rank hold PRGS as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Progress Software position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 18 Progress Software shares in Q4 2025, an estimated $791.
  • Physician Wealth Advisors first reported a position in Progress Software in Q3 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Progress Software position peaked at $791 in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.