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Mount Yale Investment Advisors’s Pro-Dex PDEX Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-100
Closed -$4.36K – 1337
2025
Q2 		$4.36K Buy
+100
New +$4.89K ﹤0.01% 1252

Other funds holding PDEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's PDEX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Pro-Dex (PDEX) in Q3 2025, closing a stake of 100 shares — an estimated $4.36K sold.

Mount Yale Investment Advisors first reported a position in PDEX in Q2 2025 and held it in 1 quarter. The position peaked at $4.36K in Q2 2025. 57 funds tracked by Wall St. Rank hold PDEX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Pro-Dex position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 100 Pro-Dex shares in Q3 2025, an estimated $4.36K.
  • Mount Yale Investment Advisors first reported a position in Pro-Dex in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Pro-Dex position peaked at $4.36K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held Pro-Dex as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.