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Steward Partners Investment Advisory’s Progyny PGNY Stock Holding History

Steward Partners Investment Advisory’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 		$475 Sell
28
-451
-94% -$9.67K ﹤0.01% 4265
2025
Q4 		$12.3K Sell
479
-865
-64% -$19.9K ﹤0.01% 3357
2025
Q3 		$28.9K Buy
1,344
+1,221
+993% +$27.8K ﹤0.01% 2906
2025
Q2 		$2.71K Hold
123
– – ﹤0.01% 3667
2025
Q1 		$2.75K Hold
123
– – ﹤0.01% 3568
2024
Q4 		$2.12K Sell
123
-127
-51% -$1.97K ﹤0.01% 3618
2024
Q3 		$4.19K Buy
+250
New +$6K ﹤0.01% 3247
2022
Q3 		– Sell
-151
Closed -$4K – 3342
2022
Q2 		$4K Sell
151
-250
-62% -$8.95K ﹤0.01% 2861
2022
Q1 		$21K Sell
401
-808
-67% -$34.6K ﹤0.01% 2342
2021
Q4 		$61K Buy
1,209
+374
+45% +$20.9K ﹤0.01% 1812
2021
Q3 		$47K Sell
835
-669
-44% -$37K ﹤0.01% 1935
2021
Q2 		$89K Buy
1,504
+129
+9% +$7.25K ﹤0.01% 2423
2021
Q1 		$61.2K Buy
+1,375
New +$64.2K ﹤0.01% 1879

Other funds holding PGNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Steward Partners Investment Advisory's PGNY Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Progyny (PGNY) stake by 94% in Q1 2026, selling an estimated $9.67K and leaving 28 shares worth $475. The position accounts for ﹤0.01% of the portfolio, ranked #4265.

Steward Partners Investment Advisory first reported a position in PGNY in Q1 2021 and has held it in 13 quarters since. The position peaked at $89K in Q2 2021. 292 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

  • Steward Partners Investment Advisory held 28 shares of Progyny worth $475 as of Q1 2026.
  • Steward Partners Investment Advisory sold 451 Progyny shares in Q1 2026, an estimated $9.67K.
  • Progyny made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4265 holding.
  • Steward Partners Investment Advisory first reported a position in Progyny in Q1 2021 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's Progyny position peaked at $89K in Q2 2021.
  • 292 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.