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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Essential Partners's PDEX Position: Q2 2026 in Review

Essential Partners increased its Pro-Dex (PDEX) stake by 75% in Q2 2026, buying an estimated $174 and bringing the position to 7 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

Essential Partners first reported a position in PDEX in Q3 2025 and has held it in 4 quarters since. The position peaked at $677 in Q3 2025. 67 funds tracked by Wall St. Rank hold PDEX as of Q2 2026.

  • Essential Partners held 7 shares of Pro-Dex worth $410 as of Q2 2026.
  • Essential Partners bought 3 Pro-Dex shares in Q2 2026, an estimated $174.
  • Pro-Dex made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2518 holding.
  • Essential Partners first reported a position in Pro-Dex in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Pro-Dex position peaked at $677 in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Pro-Dex as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.