Precision Wealth Strategies’s Progressive PGR Stock Holding History

Precision Wealth Strategies’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 Q4	–	Sell	-2,065	Closed	-$510K	–	178
2025 Q3	$510K	Sell	2,065 -143	-6%	-$35.3K	0.17%	128
2025 Q2	$589K	Buy	2,208 +278	+14%	+$76.2K	0.19%	93
2025 Q1	$546K	Buy	1,930 +341	+21%	+$89.2K	0.42%	46
2024 Q4	$381K	Sell	1,589 -132	-8%	-$33.2K	0.29%	82
2024 Q3	$437K	Sell	1,721 -55	-3%	-$12.8K	0.4%	56
2024 Q2	$369K	Sell	1,776 -272	-13%	-$56.9K	0.38%	70
2024 Q1	$424K	Buy	+2,048	New	+$380K	0.4%	54

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Precision Wealth Strategies's PGR Position: Q4 2025 in Review

Precision Wealth Strategies sold out of Progressive (PGR) in Q4 2025, closing a stake of 2,065 shares — an estimated $510K sold.

Precision Wealth Strategies first reported a position in PGR in Q1 2024 and held it in 7 quarters. The position peaked at $589K in Q2 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

Precision Wealth Strategies reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
Precision Wealth Strategies sold 2,065 Progressive shares in Q4 2025, an estimated $510K.
Precision Wealth Strategies first reported a position in Progressive in Q1 2024 and held it in 7 quarters.
Precision Wealth Strategies's Progressive position peaked at $589K in Q2 2025.
1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Precision Wealth Strategies's 13F filing for Q4 2025, filed 30 Jan 2026.