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Wealthspire Advisors (New York)’s Progyny PGNY Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-181
Closed -$3.9K – 2355
2025
Q3 		$3.9K Buy
+181
New +$4.11K ﹤0.01% 2416

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s PGNY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Progyny (PGNY) in Q4 2025, closing a stake of 181 shares — an estimated $3.9K sold.

Wealthspire Advisors (New York) first reported a position in PGNY in Q3 2025 and held it in 1 quarter. The position peaked at $3.9K in Q3 2025. 313 funds tracked by Wall St. Rank hold PGNY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Progyny position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 181 Progyny shares in Q4 2025, an estimated $3.9K.
  • Wealthspire Advisors (New York) first reported a position in Progyny in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Progyny position peaked at $3.9K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Progyny as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.