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Shelton Wealth Management’s Progressive PGR Stock Holding History

Shelton Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,722
Closed -$620K – 168
2025
Q4 		$620K Sell
2,722
-1,544
-36% -$349K 0.27% 90
2025
Q3 		$1.05M Buy
4,266
+608
+17% +$150K 0.48% 73
2025
Q2 		$976K Sell
3,658
-447
-11% -$123K 0.47% 75
2025
Q1 		$1.16M Buy
4,105
+259
+7% +$67.7K 0.63% 42
2024
Q4 		$922K Buy
3,846
+209
+6% +$52.6K 0.48% 75
2024
Q3 		$923K Buy
3,637
+68
+2% +$15.8K 0.5% 68
2024
Q2 		$741K Buy
3,569
+1,062
+42% +$222K 0.42% 76
2024
Q1 		$518K Buy
2,507
+730
+41% +$135K 0.33% 77
2023
Q4 		$283K Buy
+1,777
New +$278K 0.2% 89

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Shelton Wealth Management's PGR Position: Q1 2026 in Review

Shelton Wealth Management sold out of Progressive (PGR) in Q1 2026, closing a stake of 2,722 shares — an estimated $620K sold.

Shelton Wealth Management first reported a position in PGR in Q4 2023 and held it in 9 quarters. The position peaked at $1.16M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Shelton Wealth Management reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 2,722 Progressive shares in Q1 2026, an estimated $620K.
  • Shelton Wealth Management first reported a position in Progressive in Q4 2023 and held it in 9 quarters.
  • Shelton Wealth Management's Progressive position peaked at $1.16M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Shelton Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.