Unique Wealth Strategies’s Progyny PGNY Stock Holding History

Unique Wealth Strategies’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	–	Sell	-23,786	Closed	-$611K	–	248
2025 Q4	$611K	Buy	+23,786	New	+$547K	0.24%	124

Other funds holding PGNY

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Unique Wealth Strategies's PGNY Position: Q1 2026 in Review

Unique Wealth Strategies sold out of Progyny (PGNY) in Q1 2026, closing a stake of 23,786 shares — an estimated $611K sold.

Unique Wealth Strategies first reported a position in PGNY in Q4 2025 and held it in 1 quarter. The position peaked at $611K in Q4 2025. 293 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

Unique Wealth Strategies reported no remaining Progyny position as of Q1 2026 after selling out during the quarter.
Unique Wealth Strategies sold 23,786 Progyny shares in Q1 2026, an estimated $611K.
Unique Wealth Strategies first reported a position in Progyny in Q4 2025 and held it in 1 quarter.
Unique Wealth Strategies's Progyny position peaked at $611K in Q4 2025.
293 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on Unique Wealth Strategies's 13F filing for Q1 2026, filed 15 Jul 2026.