WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PGNY — PROGYNY INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  6 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported PROGYNY INC (PGNY) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows PGNY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PGNY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in PROGYNY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PGNY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PGNY stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held PGNY — position size vs. price
% of Fund (quarterly)    PGNY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 34,126 +12,628 +58.7% 0.00% $1.0M 2026-07-15 $32.34
2026 Q1 ADDED — — — 21,498 +10,239 +90.9% 0.00% $357K 2026-04-08 $16.93
2025 Q4 REDUCED 19.3% -33.9% ✅ 11,259 -2,700 -19.3% 0.00% $300K 2026-01-08 $27.43
2025 Q3 REDUCED 13.8% +19.1% ❌ 13,959 -2,238 -13.8% 0.00% $279K 2025-10-29 $19.09
2025 Q2 ADDED — — — 16,197 +342 +2.2% 0.00% $348K 2025-07-10 $23.61
2025 Q1 INITIATED — — — 15,855 — — 0.00% $354K 2025-04-16 $21.40

🏢 Other funds also holding PGNY

As of 2026 Q2 — sorted by position size

EASTERLY INVESTMENT PARTNERS LLC 3Y 7Y 1.41% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.37% Fideuram Asset Management (Ireland) dac 0.35% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.26% Unique Wealth Strategies, LLC 0.24% Smallwood Wealth Investment Management, LLC 3Y 0.23% Olstein Capital Management, L.P. 3Y 7Y 0.21% River Road Asset Management, LLC 3Y 7Y 0.2% GUIDANCE CAPITAL, INC 0.19% M.E. ALLISON & CO., INC. 0.19%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and PGNY

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning PGNY?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported PGNY across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported PGNY position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for PGNY was 0.00% in 2026 Q2.

What is the latest reported PGNY position on this page?

The most recent filing on this page is 2026 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 34,126 shares, equal to 0.00% of portfolio, with an estimated market value of $1.0M.

What does the chart on this PGNY ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly PGNY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their PGNY position?

Based on 13F filing dates vs. subsequent PGNY price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on PGNY relative to SPY over the holding period was +3.0%.

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