Wealth Preservation Advisors’s Progyny PGNY Stock Holding History

Wealth Preservation Advisors’s Portfolio PGNY Stock Details PGNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-118	Closed	-$2K	–	709
2026 Q1	$2K	Buy	+118	New	+$2.53K	﹤0.01%	593

Other funds holding PGNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Preservation Advisors's PGNY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Progyny (PGNY) in Q2 2026, closing a stake of 118 shares — an estimated $2K sold.

Wealth Preservation Advisors first reported a position in PGNY in Q1 2026 and held it in 1 quarter. The position peaked at $2K in Q1 2026. 311 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

Wealth Preservation Advisors reported no remaining Progyny position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 118 Progyny shares in Q2 2026, an estimated $2K.
Wealth Preservation Advisors first reported a position in Progyny in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Progyny position peaked at $2K in Q1 2026.
311 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.