TWD
PGNY icon

True Wealth Design’s Progyny PGNY Stock Holding History

True Wealth Design’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 		$6.69K Buy
232
+36
+18% +$804 ﹤0.01% 1204
2026
Q1 		$3.33K Buy
+196
New +$4.2K ﹤0.01% 1361
2025
Q4 		– Sell
-431
Closed -$9.28K – 2760
2025
Q3 		$9.28K Buy
431
+12
+3% +$273 ﹤0.01% 860
2025
Q2 		$9.22K Sell
419
-214
-34% -$4.69K ﹤0.01% 612
2025
Q1 		$14.1K Buy
+633
New +$13.6K 0.01% 402

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

True Wealth Design's PGNY Position: Q2 2026 in Review

True Wealth Design increased its Progyny (PGNY) stake by 18% in Q2 2026, buying an estimated $804 and bringing the position to 232 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

True Wealth Design first reported a position in PGNY in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.1K in Q1 2025. 311 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • True Wealth Design held 232 shares of Progyny worth $6.69K as of Q2 2026.
  • True Wealth Design bought 36 Progyny shares in Q2 2026, an estimated $804.
  • Progyny made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1204 holding.
  • True Wealth Design first reported a position in Progyny in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Progyny position peaked at $14.1K in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.