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 Q2	$176	Buy	3 +2	+200%	+$116	﹤0.01%	4261
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

EverSource Wealth Advisors's PDEX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Pro-Dex (PDEX) stake by 200% in Q2 2026, buying an estimated $116 and bringing the position to 3 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #4261.

EverSource Wealth Advisors first reported a position in PDEX in Q3 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold PDEX as of Q2 2026.

EverSource Wealth Advisors held 3 shares of Pro-Dex worth $176 as of Q2 2026.
EverSource Wealth Advisors bought 2 Pro-Dex shares in Q2 2026, an estimated $116.
Pro-Dex made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4261 holding.
EverSource Wealth Advisors first reported a position in Pro-Dex in Q3 2025 and has held it in 4 quarters since.
67 funds tracked by Wall St. Rank held Pro-Dex as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.