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Wealth Preservation Advisors’s Progressive PGR Stock Holding History

Wealth Preservation Advisors’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 		$346K Sell
1,585
-273
-15% -$55K 0.2% 59
2026
Q1 		$368K Buy
1,858
+233
+14% +$48.1K 0.31% 41
2025
Q4 		$370K Hold
1,625
– – 0.19% 57
2025
Q3 		$401K Buy
1,625
+8
+0.5% +$1.97K 0.23% 49
2025
Q2 		$432K Buy
1,617
+3
+0.2% +$822 0.27% 48
2025
Q1 		$457K Buy
+1,614
New +$422K 0.33% 39

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Preservation Advisors reduced its Progressive (PGR) stake by 15% in Q2 2026, selling an estimated $55K and leaving 1,585 shares worth $346K. The position accounts for 0.2% of the portfolio, ranked #59.

Wealth Preservation Advisors first reported a position in PGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $457K in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Wealth Preservation Advisors held 1,585 shares of Progressive worth $346K as of Q2 2026.
  • Wealth Preservation Advisors sold 273 Progressive shares in Q2 2026, an estimated $55K.
  • Progressive made up 0.2% of Wealth Preservation Advisors's portfolio in Q2 2026, its #59 holding.
  • Wealth Preservation Advisors first reported a position in Progressive in Q1 2025 and has held it in 6 quarters since.
  • Wealth Preservation Advisors's Progressive position peaked at $457K in Q1 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

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