Retirement Wealth Solutions
PRGS icon

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
Q3 		$3.76K Buy
94
+4
+4% +$165 ﹤0.01% 450
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

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Retirement Wealth Solutions's PRGS Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Progress Software (PRGS) stake by 4.4% in Q3 2026, buying an estimated $165 and bringing the position to 94 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Retirement Wealth Solutions first reported a position in PRGS in Q3 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold PRGS as of Q3 2026.

  • Retirement Wealth Solutions held 94 shares of Progress Software worth $3.76K as of Q3 2026.
  • Retirement Wealth Solutions bought 4 Progress Software shares in Q3 2026, an estimated $165.
  • Progress Software made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #450 holding.
  • Retirement Wealth Solutions first reported a position in Progress Software in Q3 2025 and has held it in 5 quarters since.
  • 56 funds tracked by Wall St. Rank held Progress Software as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.