Position in PGNY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,640,828
+$2,431,228 QoQ
Shares Held
91,600
+1022.3% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#93
of 309 holders
Holding Since
Dec 2025
2 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, 2026Moran Wealth Management, LLC holds $31,225,589 across 5 Healthcare Plans names. PGNY ranks #3 (8.5% of the industry book) .
All Filings in PGNY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,640,828 | 91,600 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $209,600 | 8,162 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||