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
Q3 		$1.06M Sell
27,693
-114
-0.4% -$4.71K ﹤0.01% 2136
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's PRGS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Progress Software (PRGS) stake by 0.41% in Q3 2026, selling an estimated $4.71K and leaving 27,693 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Wealth Enhancement Advisory Services first reported a position in PRGS in Q3 2025 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold PRGS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 27,693 shares of Progress Software worth $1.06M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 114 Progress Software shares in Q3 2026, an estimated $4.71K.
  • Progress Software made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2136 holding.
  • Wealth Enhancement Advisory Services first reported a position in Progress Software in Q3 2025 and has held it in 5 quarters since.
  • 252 funds tracked by Wall St. Rank held Progress Software as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.