HFR Wealth Management’s Standex International SXI Stock Holding History

HFR Wealth Management’s Portfolio SXI Stock Details SXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$766K	Sell	2,141 -30	-1%	-$8.39K	0.19%	33
2026 Q1	$553K	Hold	2,171	–	–	0.14%	36
2025 Q4	$472K	Sell	2,171 -10	-0.5%	-$2.32K	0.11%	36
2025 Q3	$462K	Hold	2,181	–	–	0.11%	39
2025 Q2	$341K	Sell	2,181 -50	-2%	-$7.5K	0.08%	41
2025 Q1	$360K	Hold	2,231	–	–	0.09%	46
2024 Q4	$417K	Hold	2,231	–	–	0.1%	44
2024 Q3	$408K	Sell	2,231 -30	-1%	-$5.22K	0.1%	45
2024 Q2	$364K	Sell	2,261 -25	-1%	-$4.23K	0.09%	47
2024 Q1	$417K	Hold	2,286	–	–	0.11%	46
2023 Q4	$362K	Hold	2,286	–	–	0.1%	47
2023 Q3	$333K	Hold	2,286	–	–	0.1%	46
2023 Q2	$323K	Hold	2,286	–	–	0.09%	47
2023 Q1	$280K	Hold	2,286	–	–	0.08%	50
2022 Q4	$234K	Buy	+2,286	New	+$224K	0.07%	55
2022 Q2	–	Sell	-2,286	Closed	-$228K	–	61
2022 Q1	$228K	Hold	2,286	–	–	0.06%	57
2021 Q4	$253K	Hold	2,286	–	–	0.06%	55
2021 Q3	$226K	Hold	2,286	–	–	0.07%	55
2021 Q2	$217K	Buy	+2,286	New	+$222K	0.07%	54

Other funds holding SXI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HFR Wealth Management's SXI Position: Q2 2026 in Review

HFR Wealth Management reduced its Standex International (SXI) stake by 1.4% in Q2 2026, selling an estimated $8.39K and leaving 2,141 shares worth $766K. The position accounts for 0.19% of the portfolio, ranked #33.

HFR Wealth Management first reported a position in SXI in Q2 2021 and has held it in 19 quarters since. 327 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

HFR Wealth Management held 2,141 shares of Standex International worth $766K as of Q2 2026.
HFR Wealth Management sold 30 Standex International shares in Q2 2026, an estimated $8.39K.
Standex International made up 0.19% of HFR Wealth Management's portfolio in Q2 2026, its #33 holding.
HFR Wealth Management first reported a position in Standex International in Q2 2021 and has held it in 19 quarters since.
327 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.