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Smallwood Wealth Investment Management’s Progyny PGNY Stock Holding History

Smallwood Wealth Investment Management’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 		$533K Sell
18,500
-4,777
-21% -$107K 0.23% 46
2026
Q1 		$395K Sell
23,277
-200
-0.9% -$4.29K 0.21% 50
2025
Q4 		$603K Sell
23,477
-3,600
-13% -$82.8K 0.32% 39
2025
Q3 		$583K Buy
+27,077
New +$615K 0.3% 45

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Smallwood Wealth Investment Management's PGNY Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Progyny (PGNY) stake by 21% in Q2 2026, selling an estimated $107K and leaving 18,500 shares worth $533K. The position accounts for 0.23% of the portfolio, ranked #46.

Smallwood Wealth Investment Management first reported a position in PGNY in Q3 2025 and has held it in 4 quarters since. The position peaked at $603K in Q4 2025. 118 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • Smallwood Wealth Investment Management held 18,500 shares of Progyny worth $533K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 4,777 Progyny shares in Q2 2026, an estimated $107K.
  • Progyny made up 0.23% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #46 holding.
  • Smallwood Wealth Investment Management first reported a position in Progyny in Q3 2025 and has held it in 4 quarters since.
  • Smallwood Wealth Investment Management's Progyny position peaked at $603K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.