Wealth Enhancement Advisory Services
PGR icon

Wealth Enhancement Advisory Services’s Progressive PGR Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$22.6K Buy
+100
New +$20.2K ﹤0.01% 4023

Other funds holding PGR

ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wealth Enhancement Advisory Services's PGR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Progressive (PGR) stake by 41% in Q2 2026, selling an estimated $22M and leaving 159,145 shares worth $36M. The position accounts for 0.06% of the portfolio, ranked #276.

Wealth Enhancement Advisory Services first reported a position in PGR in Q1 2017 and has held it in 23 quarters since. The position peaked at $92M in Q4 2025. 652 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 159,145 shares of Progressive worth $36M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 108,945 Progressive shares in Q2 2026, an estimated $22M.
  • Progressive made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #276 holding.
  • Wealth Enhancement Advisory Services first reported a position in Progressive in Q1 2017 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's Progressive position peaked at $92M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.