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Prestige Wealth Management Group’s Progyny PGNY Stock Holding History

Prestige Wealth Management Group’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
-20
Closed -$514 – 1159
2025
Q4 		$514 Hold
20
– – ﹤0.01% 950
2025
Q3 		$431 Buy
+20
New +$455 ﹤0.01% 950

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Prestige Wealth Management Group's PGNY Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of Progyny (PGNY) in Q1 2026, closing a stake of 20 shares — an estimated $514 sold.

Prestige Wealth Management Group first reported a position in PGNY in Q3 2025 and held it in 2 quarters. The position peaked at $514 in Q4 2025. 293 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining Progyny position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 20 Progyny shares in Q1 2026, an estimated $514.
  • Prestige Wealth Management Group first reported a position in Progyny in Q3 2025 and held it in 2 quarters.
  • Prestige Wealth Management Group's Progyny position peaked at $514 in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.