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True Wealth Design’s Progress Software PRGS Stock Holding History

True Wealth Design’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
2026
Q2 		$15.2K Buy
452
+446
+7,433% +$13.2K ﹤0.01% 926
2026
Q1 		$154 Sell
6
-99
-94% -$3.78K ﹤0.01% 2383
2025
Q4 		$4.51K Buy
105
+38
+57% +$1.66K ﹤0.01% 1132
2025
Q3 		$2.94K Buy
67
+60
+857% +$2.77K ﹤0.01% 1316
2025
Q2 		$447 Hold
7
– – ﹤0.01% 1793
2025
Q1 		$361 Buy
+7
New +$401 ﹤0.01% 1692

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

True Wealth Design increased its Progress Software (PRGS) stake by 7,433% in Q2 2026, buying an estimated $13.2K and bringing the position to 452 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

True Wealth Design first reported a position in PRGS in Q1 2025 and has held it in 6 quarters since. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • True Wealth Design held 452 shares of Progress Software worth $15.2K as of Q2 2026.
  • True Wealth Design bought 446 Progress Software shares in Q2 2026, an estimated $13.2K.
  • Progress Software made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #926 holding.
  • True Wealth Design first reported a position in Progress Software in Q1 2025 and has held it in 6 quarters since.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

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