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Retirement Wealth Solutions’s Progress Software PRGS Stock Holding History

Retirement Wealth Solutions’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
2026
Q2 		$3.02K Buy
90
+77
+592% +$2.28K ﹤0.01% 439
2026
Q1 		$334 Sell
13
-49
-79% -$1.87K ﹤0.01% 761
2025
Q4 		$2.66K Buy
62
+9
+17% +$392 ﹤0.01% 412
2025
Q3 		$2.33K Buy
+53
New +$2.44K ﹤0.01% 417

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Retirement Wealth Solutions's PRGS Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Progress Software (PRGS) stake by 592% in Q2 2026, buying an estimated $2.28K and bringing the position to 90 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Retirement Wealth Solutions first reported a position in PRGS in Q3 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Retirement Wealth Solutions held 90 shares of Progress Software worth $3.02K as of Q2 2026.
  • Retirement Wealth Solutions bought 77 Progress Software shares in Q2 2026, an estimated $2.28K.
  • Progress Software made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #439 holding.
  • Retirement Wealth Solutions first reported a position in Progress Software in Q3 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.