PWMG
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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
Q2 		$5.85K Hold
203
– – ﹤0.01% 787
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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Wealth Management Group's PGNY Position: Q2 2026 in Review

Private Wealth Management Group held its Progyny (PGNY) position steady in Q2 2026 at 203 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Private Wealth Management Group first reported a position in PGNY in Q4 2023 and has held it in 10 quarters since. 311 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • Private Wealth Management Group held 203 shares of Progyny worth $5.85K as of Q2 2026.
  • Private Wealth Management Group left its Progyny share count unchanged in Q2 2026.
  • Progyny made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #787 holding.
  • Private Wealth Management Group first reported a position in Progyny in Q4 2023 and has held it in 10 quarters since.
  • 311 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.