EverSource Wealth Advisors’s Pro-Dex PDEX Stock Holding History

EverSource Wealth 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
2026 Q1	$49	Hold	1	–	–	﹤0.01%	4324
2025 Q4	$38	Hold	1	–	–	﹤0.01%	4191
2025 Q3	$34	Buy	+1	New	+$43	﹤0.01%	4271

Other funds holding PDEX

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 Austin, Texas $481B AUM 30.42% 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

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

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's PDEX Position: Q1 2026 in Review

EverSource Wealth Advisors held its Pro-Dex (PDEX) position steady in Q1 2026 at 1 share worth $49. The position accounts for ﹤0.01% of the portfolio, ranked #4324.

EverSource Wealth Advisors first reported a position in PDEX in Q3 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold PDEX as of Q1 2026.

EverSource Wealth Advisors held 1 share of Pro-Dex worth $49 as of Q1 2026.
EverSource Wealth Advisors left its Pro-Dex share count unchanged in Q1 2026.
Pro-Dex made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4324 holding.
EverSource Wealth Advisors first reported a position in Pro-Dex in Q3 2025 and has held it in 3 quarters since.
58 funds tracked by Wall St. Rank held Pro-Dex as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.