Position in PGNY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$356,223
+$148,185 QoQ
Shares Held
12,356
+0.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 309 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PGNY Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $25,878,625 across 7 Healthcare Plans names. PGNY ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
24,815 | $10,313,858 | |
| 2 | CVS |
CVS HEALTH Corp
|
74,542 | $7,711,369 | |
| 3 | CI |
Cigna Group
|
11,765 | $3,243,375 | |
| 4 | ELV |
Elevance Health, Inc.
|
5,972 | $2,309,551 | |
| 5 | CNC |
Centene Corp
|
25,982 | $1,667,784 | |
| 6 | PGNY |
Progyny, Inc.
This page
|
12,356 | $356,223 | |
| 7 | HUM |
Humana Inc
|
696 | $276,465 |
All Filings in PGNY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,223 | 12,356 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $208,038 | 12,252 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $274,904 | 10,705 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $227,282 | 10,331 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $235,687 | 10,550 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||