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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
Q1 		$2K Buy
+118
New +$2.53K ﹤0.01% 593

Other funds holding PGNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Wealth Preservation Advisors's PGNY Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Progyny (PGNY) in Q1 2026: 118 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings.

291 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

  • Wealth Preservation Advisors held 118 shares of Progyny worth $2K as of Q1 2026.
  • Progyny was a new Wealth Preservation Advisors position in Q1 2026.
  • Progyny made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #593 holding.
  • 291 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.