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Wealth Enhancement Trust Services’s Progressive PGR Stock Holding History

Wealth Enhancement Trust 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 		$260K Sell
1,192
-205
-15% -$41.3K 0.03% 263
2026
Q1 		$277K Sell
1,397
-3,779
-73% -$780K 0.03% 251
2025
Q4 		$1.18M Buy
+5,176
New +$1.17M 0.15% 120

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Progressive (PGR) stake by 15% in Q2 2026, selling an estimated $41.3K and leaving 1,192 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #263.

Wealth Enhancement Trust Services first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2025. 1,368 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,192 shares of Progressive worth $260K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 205 Progressive shares in Q2 2026, an estimated $41.3K.
  • Progressive made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #263 holding.
  • Wealth Enhancement Trust Services first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Progressive position peaked at $1.18M in Q4 2025.
  • 1,368 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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