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Integrated Wealth Concepts’s Pro-Dex PDEX Stock Holding History

Integrated Wealth Concepts’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 		$937 Buy
+16
New +$930 ﹤0.01% 5549

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

Integrated Wealth Concepts's PDEX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Pro-Dex (PDEX) in Q2 2026: 16 shares worth $937. The stake represents ﹤0.01% of the portfolio and ranks #5549 among its holdings.

67 funds tracked by Wall St. Rank hold PDEX as of Q2 2026.

  • Integrated Wealth Concepts held 16 shares of Pro-Dex worth $937 as of Q2 2026.
  • Pro-Dex was a new Integrated Wealth Concepts position in Q2 2026.
  • Pro-Dex made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5549 holding.
  • 67 funds tracked by Wall St. Rank held Pro-Dex as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.