BA
PDEX icon

Bard Associates’s Pro-Dex PDEX Stock Holding History

Bard Associates’s Portfolio PDEX Stock Details PDEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$519K Sell
10,566
-23
-0.2% -$990 0.13% 90
2025
Q4 		$407K Hold
10,589
– – 0.1% 105
2025
Q3 		$358K Sell
10,589
-7
-0.1% -$301 0.1% 131
2025
Q2 		$462K Sell
10,596
-3,000
-22% -$147K 0.15% 120
2025
Q1 		$674K Hold
13,596
– – 0.25% 102
2024
Q4 		$636K Hold
13,596
– – 0.22% 113
2024
Q3 		$406K Buy
13,596
+2,031
+18% +$43.8K 0.14% 134
2024
Q2 		$227K Buy
11,565
+165
+1% +$3.12K 0.09% 150
2024
Q1 		$201K Buy
+11,400
New +$215K 0.07% 156

Other funds holding PDEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bard Associates's PDEX Position: Q1 2026 in Review

Bard Associates reduced its Pro-Dex (PDEX) stake by 0.22% in Q1 2026, selling an estimated $990 and leaving 10,566 shares worth $519K. The position accounts for 0.13% of the portfolio, ranked #90.

Bard Associates first reported a position in PDEX in Q1 2024 and has held it in 9 quarters since. The position peaked at $674K in Q1 2025. 58 funds tracked by Wall St. Rank hold PDEX as of Q1 2026.

  • Bard Associates held 10,566 shares of Pro-Dex worth $519K as of Q1 2026.
  • Bard Associates sold 23 Pro-Dex shares in Q1 2026, an estimated $990.
  • Pro-Dex made up 0.13% of Bard Associates's portfolio in Q1 2026, its #90 holding.
  • Bard Associates first reported a position in Pro-Dex in Q1 2024 and has held it in 9 quarters since.
  • Bard Associates's Pro-Dex position peaked at $674K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Pro-Dex as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.