Morgan Stanley’s Pro-Dex PDEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $698K | Buy |
14,213
+10,241
| +258% | +$441K | ﹤0.01% | 5313 |
|
|
2025
Q4 | $153K | Buy |
3,972
+1,507
| +61% | +$52.1K | ﹤0.01% | 6032 |
|
|
2025
Q3 | $83.4K | Sell |
2,465
-1,767
| -42% | -$76K | ﹤0.01% | 6233 |
|
|
2025
Q2 | $185K | Sell |
4,232
-3,228
| -43% | -$158K | ﹤0.01% | 5885 |
|
|
2025
Q1 | $370K | Sell |
7,460
-10,391
| -58% | -$434K | ﹤0.01% | 5466 |
|
|
2024
Q4 | $835K | Buy |
17,851
+2,351
| +15% | +$95.8K | ﹤0.01% | 5173 |
|
|
2024
Q3 | $463K | Sell |
15,500
-1,000
| -6% | -$21.5K | ﹤0.01% | 5439 |
|
|
2024
Q2 | $324K | Sell |
16,500
-900
| -5% | -$17K | ﹤0.01% | 5478 |
|
|
2024
Q1 | $306K | Sell |
17,400
-12,700
| -42% | -$240K | ﹤0.01% | 5545 |
|
|
2023
Q4 | $527K | Buy |
30,100
+16,050
| +114% | +$268K | ﹤0.01% | 5598 |
|
|
2023
Q3 | $221K | Hold |
14,050
| – | – | ﹤0.01% | 5536 |
|
|
2023
Q2 | $268K | Buy |
14,050
+4,700
| +50% | +$81.8K | ﹤0.01% | 5511 |
|
|
2023
Q1 | $153K | Hold |
9,350
| – | – | ﹤0.01% | 5829 |
|
|
2022
Q4 | $149K | Sell |
9,350
-1
| -0% | -$18 | ﹤0.01% | 5791 |
|
|
2022
Q3 | $166K | Buy |
9,351
+301
| +3% | +$5.17K | ﹤0.01% | 5816 |
|
|
2022
Q2 | $144K | Buy |
9,050
+426
| +5% | +$6.53K | ﹤0.01% | 6069 |
|
|
2022
Q1 | $142K | Buy |
8,624
+467
| +6% | +$9.48K | ﹤0.01% | 6109 |
|
|
2021
Q4 | $189K | Sell |
8,157
-2,299
| -22% | -$55.1K | ﹤0.01% | 6108 |
|
|
2021
Q3 | $268K | Buy |
10,456
+7,834
| +299% | +$223K | ﹤0.01% | 5848 |
|
|
2021
Q2 | $80K | Buy |
2,622
+1,572
| +150% | +$48.2K | ﹤0.01% | 6446 |
|
|
2021
Q1 | $28K | Sell |
1,050
-62
| -6% | -$1.69K | ﹤0.01% | 6597 |
|
|
2020
Q4 | $34K | Sell |
1,112
-188
| -14% | -$6.65K | ﹤0.01% | 6273 |
|
|
2020
Q3 | $37K | Buy |
1,300
+776
| +148% | +$18K | ﹤0.01% | 5829 |
|
|
2020
Q2 | $10K | Buy |
524
+39
| +8% | +$692 | ﹤0.01% | 6159 |
|
|
2020
Q1 | $8K | Sell |
485
-279
| -37% | -$4.87K | ﹤0.01% | 6079 |
|
|
2019
Q4 | $14K | Buy |
764
+514
| +206% | +$7.32K | ﹤0.01% | 6187 |
|
|
2019
Q3 | $4K | Buy |
250
+121
| +94% | +$1.72K | ﹤0.01% | 6400 |
|
|
2019
Q2 | $2K | Buy |
129
+112
| +659% | +$1.56K | ﹤0.01% | 6464 |
|
|
2019
Q1 | $0 | Buy |
+17
| New | +$239 | ﹤0.01% | 6671 |
|
|
2018
Q4 | – | Sell |
-578
| Closed | -$6K | – | 6688 |
|
|
2018
Q3 | $6K | Sell |
578
-312
| -35% | -$2.49K | ﹤0.01% | 6411 |
|
|
2018
Q2 | $6K | Sell |
890
-10
| -1% | -$67 | ﹤0.01% | 6407 |
|
|
2018
Q1 | $6K | Buy |
900
+2
| +0.2% | +$14 | ﹤0.01% | 6366 |
|
|
2017
Q4 | $6K | Sell |
898
-2
| -0.2% | -$14 | ﹤0.01% | 6312 |
|
|
2017
Q3 | $7K | Sell |
900
-9,100
| -91% | -$60.4K | ﹤0.01% | 6233 |
|
|
2017
Q2 | $62K | Buy |
10,000
+1,200
| +14% | +$6.34K | ﹤0.01% | 5796 |
|
|
2017
Q1 | $40K | Buy |
+8,800
| New | +$44.4K | ﹤0.01% | 5898 |
|
|
2016
Q2 | – | Sell |
-6
| Closed | – | – | 6610 |
|
|
2016
Q1 | $0 | Sell |
6
-1
| -14% | -$3 | ﹤0.01% | 6668 |
|
|
2015
Q4 | $0 | Buy |
+7
| New | +$18 | ﹤0.01% | 6751 |
|
|
2015
Q3 | – | Sell |
-3,008
| Closed | -$7K | – | 6688 |
|
|
2015
Q2 | $7K | Buy |
3,008
+3,001
| +42,871% | +$6.58K | ﹤0.01% | 6376 |
|
|
2015
Q1 | $0 | Sell |
7
-4,000
| -100% | -$9.16K | ﹤0.01% | 6621 |
|
|
2014
Q4 | $10K | Buy |
4,007
+1,000
| +33% | +$2.33K | ﹤0.01% | 6216 |
|
|
2014
Q3 | $7K | Buy |
3,007
+3,000
| +42,857% | +$6.45K | ﹤0.01% | 6267 |
|
|
2014
Q2 | $0 | Buy |
7
+1
| +17% | +$2 | ﹤0.01% | 6574 |
|
|
2014
Q1 | $0 | Buy |
+6
| New | +$15 | ﹤0.01% | 6521 |
|
|
2013
Q3 | – | Sell |
-12,635
| Closed | -$24K | – | 5366 |
|
|
2013
Q2 | $24K | Buy |
+12,635
| New | +$24.9K | ﹤0.01% | 5263 |
|
Other funds holding PDEX
VCM
PAIM
QC
Morgan Stanley's PDEX Position: Q1 2026 in Review
Morgan Stanley increased its Pro-Dex (PDEX) stake by 258% in Q1 2026, buying an estimated $441K and bringing the position to 14,213 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #5313.
Morgan Stanley first reported a position in PDEX in Q2 2013 and has held it in 45 quarters since. The position peaked at $835K in Q4 2024. 58 funds tracked by Wall St. Rank hold PDEX as of Q1 2026.
- Morgan Stanley held 14,213 shares of Pro-Dex worth $698K as of Q1 2026.
- Morgan Stanley bought 10,241 Pro-Dex shares in Q1 2026, an estimated $441K.
- Pro-Dex made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5313 holding.
- Morgan Stanley first reported a position in Pro-Dex in Q2 2013 and has held it in 45 quarters since.
- Morgan Stanley's Pro-Dex position peaked at $835K in Q4 2024.
- 58 funds tracked by Wall St. Rank held Pro-Dex as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.