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Rothschild Investment LLC’s Progyny PGNY Stock Holding History

Rothschild Investment LLC’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 		$13K Buy
452
+152
+51% +$3.4K ﹤0.01% 1739
2026
Q1 		$5.09K Buy
300
+180
+150% +$3.86K ﹤0.01% 2043
2025
Q4 		$3.08K Sell
120
-66
-35% -$1.52K ﹤0.01% 2146
2025
Q3 		$4K Buy
186
+71
+62% +$1.61K ﹤0.01% 1805
2025
Q2 		$2.53K Sell
115
-25
-18% -$548 ﹤0.01% 1901
2025
Q1 		$3.13K Buy
140
+80
+133% +$1.72K ﹤0.01% 1657
2024
Q4 		$1.03K Sell
60
-25
-29% -$388 ﹤0.01% 2198
2024
Q3 		$1.43K Buy
85
+65
+325% +$1.56K ﹤0.01% 1919
2024
Q2 		$572 Buy
20
+10
+100% +$301 ﹤0.01% 1931
2024
Q1 		$382 Buy
+10
New +$378 ﹤0.01% 1458

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Rothschild Investment LLC's PGNY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Progyny (PGNY) stake by 51% in Q2 2026, buying an estimated $3.4K and bringing the position to 452 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Rothschild Investment LLC first reported a position in PGNY in Q1 2024 and has held it in 10 quarters since. 284 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • Rothschild Investment LLC held 452 shares of Progyny worth $13K as of Q2 2026.
  • Rothschild Investment LLC bought 152 Progyny shares in Q2 2026, an estimated $3.4K.
  • Progyny made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1739 holding.
  • Rothschild Investment LLC first reported a position in Progyny in Q1 2024 and has held it in 10 quarters since.
  • 284 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.