Essential Partners’s Pro-Dex PDEX Stock Holding History

Essential Partners’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 Q3	$483	Hold	7	–	–	﹤0.01%	2408
2026 Q2	$410	Buy	7 +3	+75%	+$174	﹤0.01%	2518
2026 Q1	$196	Hold	4	–	–	﹤0.01%	2612
2025 Q4	$154	Sell	4 -16	-80%	-$553	﹤0.01%	2482
2025 Q3	$677	Buy	+20	New	+$860	﹤0.01%	2133

Other funds holding PDEX

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's PDEX Position: Q3 2026 in Review

Essential Partners held its Pro-Dex (PDEX) position steady in Q3 2026 at 7 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Essential Partners first reported a position in PDEX in Q3 2025 and has held it in 5 quarters since. The position peaked at $677 in Q3 2025. 6 funds tracked by Wall St. Rank hold PDEX as of Q3 2026.

Essential Partners held 7 shares of Pro-Dex worth $483 as of Q3 2026.
Essential Partners left its Pro-Dex share count unchanged in Q3 2026.
Pro-Dex made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2408 holding.
Essential Partners first reported a position in Pro-Dex in Q3 2025 and has held it in 5 quarters since.
Essential Partners's Pro-Dex position peaked at $677 in Q3 2025.
6 funds tracked by Wall St. Rank held Pro-Dex as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.