SAG
PGNY icon

SageView Advisory Group’s Progyny PGNY Stock Holding History

SageView Advisory Group’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 		– Sell
-3
Closed -$78 – 1903
2025
Q4 		$78 Buy
+3
New +$69 ﹤0.01% 2554
2024
Q2 		– Sell
-4,858
Closed -$419K – 699
2024
Q1 		$419K Buy
+4,858
New +$184K 0.02% 354

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

SageView Advisory Group's PGNY Position: Q1 2026 in Review

SageView Advisory Group sold out of Progyny (PGNY) in Q1 2026, closing a stake of 3 shares — an estimated $78 sold.

SageView Advisory Group first reported a position in PGNY in Q1 2024 and held it in 2 quarters. The position peaked at $419K in Q1 2024. 293 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

  • SageView Advisory Group reported no remaining Progyny position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3 Progyny shares in Q1 2026, an estimated $78.
  • SageView Advisory Group first reported a position in Progyny in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Progyny position peaked at $419K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.