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Private Wealth Management Group’s Progress Software PRGS Stock Holding History

Private Wealth Management Group’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-73
Closed -$4.66K – 1527
2025
Q2 		$4.66K Hold
73
– – ﹤0.01% 784
2025
Q1 		$3.76K Hold
73
– – ﹤0.01% 832
2024
Q4 		$4.76K Hold
73
– – ﹤0.01% 763
2024
Q3 		$4.92K Hold
73
– – ﹤0.01% 743
2024
Q2 		$3.96K Buy
+73
New +$3.7K ﹤0.01% 799

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Private Wealth Management Group's PRGS Position: Q3 2025 in Review

Private Wealth Management Group sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 73 shares — an estimated $4.66K sold.

Private Wealth Management Group first reported a position in PRGS in Q2 2024 and held it in 5 quarters. The position peaked at $4.92K in Q3 2024. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

  • Private Wealth Management Group reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 73 Progress Software shares in Q3 2025, an estimated $4.66K.
  • Private Wealth Management Group first reported a position in Progress Software in Q2 2024 and held it in 5 quarters.
  • Private Wealth Management Group's Progress Software position peaked at $4.92K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.