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Vermillion & White Wealth Management Group’s Progress Software PRGS Stock Holding History

Vermillion & White Wealth Management Group’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
Q1 		– Sell
-65
Closed -$2.79K – 398
2025
Q4 		$2.79K Hold
65
– – ﹤0.01% 469
2025
Q3 		$2.85K Hold
65
– – ﹤0.01% 479
2025
Q2 		$4.15K Sell
65
-8
-11% -$487 ﹤0.01% 411
2025
Q1 		$3.76K Buy
+73
New +$4.18K ﹤0.01% 391

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vermillion & White Wealth Management Group's PRGS Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Progress Software (PRGS) in Q1 2026, closing a stake of 65 shares — an estimated $2.79K sold.

Vermillion & White Wealth Management Group first reported a position in PRGS in Q1 2025 and held it in 4 quarters. The position peaked at $4.15K in Q2 2025. 294 funds tracked by Wall St. Rank hold PRGS as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Progress Software position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 65 Progress Software shares in Q1 2026, an estimated $2.79K.
  • Vermillion & White Wealth Management Group first reported a position in Progress Software in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Progress Software position peaked at $4.15K in Q2 2025.
  • 294 funds tracked by Wall St. Rank held Progress Software as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.