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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
Q3 		$18.3K Buy
457
+5
+1% +$206 ﹤0.01% 864
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% +$2.76K ﹤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

CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

True Wealth Design's PRGS Position: Q3 2026 in Review

True Wealth Design increased its Progress Software (PRGS) stake by 1.1% in Q3 2026, buying an estimated $206 and bringing the position to 457 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

True Wealth Design first reported a position in PRGS in Q1 2025 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold PRGS as of Q3 2026.

  • True Wealth Design held 457 shares of Progress Software worth $18.3K as of Q3 2026.
  • True Wealth Design bought 5 Progress Software shares in Q3 2026, an estimated $206.
  • Progress Software made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #864 holding.
  • True Wealth Design first reported a position in Progress Software in Q1 2025 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held Progress Software as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.