USWIA
PGR icon

UP Strategic Wealth Investment Advisors’s Progressive PGR Stock Holding History

UP Strategic Wealth Investment Advisors’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
Q3 		– Sell
-808
Closed -$216K – 98
2025
Q2 		$216K Buy
+808
New +$221K 0.17% 87

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's PGR Position: Q3 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Progressive (PGR) in Q3 2025, closing a stake of 808 shares — an estimated $216K sold.

UP Strategic Wealth Investment Advisors first reported a position in PGR in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 1,799 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 808 Progressive shares in Q3 2025, an estimated $216K.
  • UP Strategic Wealth Investment Advisors first reported a position in Progressive in Q2 2025 and held it in 1 quarter.
  • UP Strategic Wealth Investment Advisors's Progressive position peaked at $216K in Q2 2025.
  • 1,799 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.