Smallwood Wealth Investment Management, LLC

Position in PGNY — Progyny, Inc.

CIK 1921304 RED BANK, NJ

Position in PGNY

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$533,355

+$138,112 QoQ

Shares Held

18,500

-20.5% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#177

of 309 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $768,262 across 4 Healthcare Plans names. PGNY ranks #1 (69.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGNY	Progyny, Inc. This page	18,500	$533,355
2	CVS	CVS HEALTH Corp	1,117	$115,553
3	UNH	Unitedhealth Group Inc	254	$105,570
4	CI	Cigna Group	50	$13,784

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$533,355	18,500	-20.5%	Shares	Sole	2026-07-23
2026-03-31	$395,243	23,277	-0.9%	Shares	Sole	2026-04-22
2025-12-31	$602,889	23,477	-13.3%	Shares	Sole	2026-01-23
2025-09-30	$582,697	27,077	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.