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Wealth Management Associates’s Progressive PGR Stock Holding History

Wealth Management Associates’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
2025
Q4 		– Sell
-1,808
Closed -$446K – 242
2025
Q3 		$446K Hold
1,808
– – 0.16% 120
2025
Q2 		$482K Hold
1,808
– – 0.19% 99
2025
Q1 		$512K Buy
1,808
+13
+0.7% +$3.4K 0.22% 88
2024
Q4 		$430K Sell
1,795
-10
-0.6% -$2.52K 0.18% 105
2024
Q3 		$458K Buy
1,805
+10
+0.6% +$2.33K 0.2% 100
2024
Q2 		$373K Hold
1,795
– – 0.17% 116
2024
Q1 		$373K Buy
+1,795
New +$333K 0.17% 116

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wealth Management Associates's PGR Position: Q4 2025 in Review

Wealth Management Associates sold out of Progressive (PGR) in Q4 2025, closing a stake of 1,808 shares — an estimated $446K sold.

Wealth Management Associates first reported a position in PGR in Q1 2024 and held it in 7 quarters. The position peaked at $512K in Q1 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Wealth Management Associates reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Wealth Management Associates sold 1,808 Progressive shares in Q4 2025, an estimated $446K.
  • Wealth Management Associates first reported a position in Progressive in Q1 2024 and held it in 7 quarters.
  • Wealth Management Associates's Progressive position peaked at $512K in Q1 2025.
  • 1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Wealth Management Associates's 13F filing for Q4 2025, filed 20 Jan 2026.