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Pinnacle Wealth Planning Services’s Progyny PGNY Stock Holding History

Pinnacle Wealth Planning Services’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 		$24.4K Buy
1,439
+98
+7% +$2.1K ﹤0.01% 1592
2025
Q4 		$34.4K Buy
+1,341
New +$30.8K ﹤0.01% 1435

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

Pinnacle Wealth Planning Services's PGNY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Progyny (PGNY) stake by 7.3% in Q1 2026, buying an estimated $2.1K and bringing the position to 1,439 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Pinnacle Wealth Planning Services first reported a position in PGNY in Q4 2025 and has held it in 2 quarters since. The position peaked at $34.4K in Q4 2025. 291 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,439 shares of Progyny worth $24.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 98 Progyny shares in Q1 2026, an estimated $2.1K.
  • Progyny made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1592 holding.
  • Pinnacle Wealth Planning Services first reported a position in Progyny in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Progyny position peaked at $34.4K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.