Wealth Enhancement Advisory Services
PRGS icon

Wealth Enhancement Advisory Services’s Progress Software PRGS Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$1.05M Buy
27,807
+19,672
+242% +$582K ﹤0.01% 2033
2026
Q1 		$210K Buy
8,135
+1,630
+25% +$62.3K ﹤0.01% 3097
2025
Q4 		$270K Buy
6,505
+1,774
+37% +$77.3K ﹤0.01% 3010
2025
Q3 		$222K Buy
+4,731
New +$218K ﹤0.01% 3040

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Progress Software (PRGS) stake by 242% in Q2 2026, buying an estimated $582K and bringing the position to 27,807 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Wealth Enhancement Advisory Services first reported a position in PRGS in Q3 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,807 shares of Progress Software worth $1.05M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 19,672 Progress Software shares in Q2 2026, an estimated $582K.
  • Progress Software made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2033 holding.
  • Wealth Enhancement Advisory Services first reported a position in Progress Software in Q3 2025 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

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