Carson Wealth (CWM LLC)
PDEX icon

Carson Wealth (CWM LLC)’s Pro-Dex PDEX Stock Holding History

Carson Wealth (CWM LLC)’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 		$3.1K Buy
63
+7
+13% +$301 ﹤0.01% 5173
2025
Q4 		$2K Sell
56
-237
-81% -$8.19K ﹤0.01% 5119
2025
Q3 		$10K Buy
293
+259
+762% +$11.1K ﹤0.01% 4489
2025
Q2 		$1K Hold
34
– – ﹤0.01% 5050
2025
Q1 		$2K Hold
34
– – ﹤0.01% 4796
2024
Q4 		$2K Hold
34
– – ﹤0.01% 4588
2024
Q3 		$1K Hold
34
– – ﹤0.01% 4669
2024
Q2 		$1K Hold
34
– – ﹤0.01% 4448
2024
Q1 		$1K Hold
34
– – ﹤0.01% 4184
2023
Q4 		$1K Hold
34
– – ﹤0.01% 4006
2023
Q3 		$1K Hold
34
– – ﹤0.01% 4039
2023
Q2 		$1K Hold
34
– – ﹤0.01% 4029
2023
Q1 		$1K Hold
34
– – ﹤0.01% 3889
2022
Q4 		$1K Buy
+34
New +$608 ﹤0.01% 3807

Other funds holding PDEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PDEX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Pro-Dex (PDEX) stake by 13% in Q1 2026, buying an estimated $301 and bringing the position to 63 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5173.

Carson Wealth (CWM LLC) first reported a position in PDEX in Q4 2022 and has held it in 14 quarters since. The position peaked at $10K in Q3 2025. 58 funds tracked by Wall St. Rank hold PDEX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 63 shares of Pro-Dex worth $3.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7 Pro-Dex shares in Q1 2026, an estimated $301.
  • Pro-Dex made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5173 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pro-Dex in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Pro-Dex position peaked at $10K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Pro-Dex as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.