Clearstead Advisors’s Pro-Dex PDEX Stock Holding History

Clearstead Advisors’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
2025 Q4	–	Sell	-5	Closed	-$170	–	3129
2025 Q3	$170	Buy	+5	New	+$215	﹤0.01%	2883

Other funds holding PDEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clearstead Advisors's PDEX Position: Q4 2025 in Review

Clearstead Advisors sold out of Pro-Dex (PDEX) in Q4 2025, closing a stake of 5 shares — an estimated $170 sold.

Clearstead Advisors first reported a position in PDEX in Q3 2025 and held it in 1 quarter. The position peaked at $170 in Q3 2025. 56 funds tracked by Wall St. Rank hold PDEX as of Q4 2025.

Clearstead Advisors reported no remaining Pro-Dex position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 5 Pro-Dex shares in Q4 2025, an estimated $170.
Clearstead Advisors first reported a position in Pro-Dex in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's Pro-Dex position peaked at $170 in Q3 2025.
56 funds tracked by Wall St. Rank held Pro-Dex as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.