PWMG
PGNY icon

Private Wealth Management Group’s Progyny PGNY Stock Holding History

Private 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 		$3.45K Buy
203
+27
+15% +$579 ﹤0.01% 900
2025
Q4 		$4.52K Hold
176
– – ﹤0.01% 817
2025
Q3 		$3.79K Hold
176
– – ﹤0.01% 902
2025
Q2 		$3.87K Hold
176
– – ﹤0.01% 856
2025
Q1 		$3.93K Hold
176
– – ﹤0.01% 814
2024
Q4 		$3.04K Buy
+176
New +$2.73K ﹤0.01% 938
2024
Q3 		– Sell
-131
Closed -$3.75K – 1536
2024
Q2 		$3.75K Buy
131
+72
+122% +$2.17K ﹤0.01% 826
2024
Q1 		$2.25K Buy
59
+29
+97% +$1.1K ﹤0.01% 912
2023
Q4 		$1.12K Buy
+30
New +$1.01K ﹤0.01% 1225

Other funds holding PGNY

BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 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