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Unique Wealth Strategies’s Progressive PGR Stock Holding History

Unique Wealth Strategies’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,376
Closed -$569K – 215
2024
Q4 		$569K Buy
+2,376
New +$598K 0.25% 109
2024
Q3 		– Sell
-37
Closed -$7.65K – 543
2024
Q2 		$7.65K Buy
+37
New +$7.74K ﹤0.01% 348

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Unique Wealth Strategies's PGR Position: Q1 2025 in Review

Unique Wealth Strategies sold out of Progressive (PGR) in Q1 2025, closing a stake of 2,376 shares — an estimated $569K sold.

Unique Wealth Strategies first reported a position in PGR in Q2 2024 and held it in 2 quarters. The position peaked at $569K in Q4 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

  • Unique Wealth Strategies reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,376 Progressive shares in Q1 2025, an estimated $569K.
  • Unique Wealth Strategies first reported a position in Progressive in Q2 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's Progressive position peaked at $569K in Q4 2024.
  • 1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Unique Wealth Strategies's 13F filing for Q1 2025, filed 14 Jul 2026.