Spire Wealth Management’s Progress Software PRGS Stock Holding History

Spire Wealth Management’s Portfolio PRGS Stock Details PRGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-29	Closed	-$1.85K	–	2454
2025 Q2	$1.85K	Buy	+29	New	+$1.76K	﹤0.01%	2189
2025 Q1	–	Sell	-9	Closed	-$586	–	2558
2024 Q4	$586	Hold	9	–	–	﹤0.01%	2424
2024 Q3	$606	Buy	+9	New	+$515	﹤0.01%	2135
2023 Q1	–	Sell	-666	Closed	-$34K	–	2571
2022 Q4	$34K	Hold	666	–	–	﹤0.01%	1141
2022 Q3	$28K	Sell	666 -14	-2%	-$647	﹤0.01%	1186
2022 Q2	$31K	Buy	680 +14	+2%	+$666	﹤0.01%	1491
2022 Q1	$31K	Hold	666	–	–	﹤0.01%	1634
2021 Q4	$32K	Hold	666	–	–	﹤0.01%	1922
2021 Q3	$33K	Hold	666	–	–	﹤0.01%	1648
2021 Q2	$31K	Hold	666	–	–	﹤0.01%	1689
2021 Q1	$29K	Buy	+666	New	+$29.2K	﹤0.01%	1980

Other funds holding PRGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Spire Wealth Management's PRGS Position: Q3 2025 in Review

Spire Wealth Management sold out of Progress Software (PRGS) in Q3 2025, closing a stake of 29 shares — an estimated $1.85K sold.

Spire Wealth Management first reported a position in PRGS in Q1 2021 and held it in 11 quarters. The position peaked at $34K in Q4 2022. 309 funds tracked by Wall St. Rank hold PRGS as of Q3 2025.

Spire Wealth Management reported no remaining Progress Software position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 29 Progress Software shares in Q3 2025, an estimated $1.85K.
Spire Wealth Management first reported a position in Progress Software in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's Progress Software position peaked at $34K in Q4 2022.
309 funds tracked by Wall St. Rank held Progress Software as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.