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Root Financial Partners’s Progyny PGNY Stock Holding History

Root Financial Partners’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 		$662 Sell
39
-76
-66% -$1.63K ﹤0.01% 2765
2025
Q4 		$2.95K Buy
115
+34
+42% +$782 ﹤0.01% 1908
2025
Q3 		$1.74K Buy
+81
New +$1.84K ﹤0.01% 1976

Other funds holding PGNY

BlackRock
BlackRock New York $5.72T 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 $432B AUM 30.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

Root Financial Partners's PGNY Position: Q1 2026 in Review

Root Financial Partners reduced its Progyny (PGNY) stake by 66% in Q1 2026, selling an estimated $1.63K and leaving 39 shares worth $662. The position accounts for ﹤0.01% of the portfolio, ranked #2765.

Root Financial Partners first reported a position in PGNY in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.95K in Q4 2025. 291 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

  • Root Financial Partners held 39 shares of Progyny worth $662 as of Q1 2026.
  • Root Financial Partners sold 76 Progyny shares in Q1 2026, an estimated $1.63K.
  • Progyny made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2765 holding.
  • Root Financial Partners first reported a position in Progyny in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Progyny position peaked at $2.95K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.