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NewEdge Advisors’s Pro-Dex PDEX Stock Holding History

NewEdge 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
-1
Closed -$44 – 4216
2025
Q2 		$44 Hold
1
– – ﹤0.01% 3934
2025
Q1 		$50 Sell
1
-213
-100% -$8.89K ﹤0.01% 3852
2024
Q4 		$10K Buy
214
+2
+0.9% +$81 ﹤0.01% 3030
2024
Q3 		$6.33K Sell
212
-204
-49% -$4.39K ﹤0.01% 3082
2024
Q2 		$8.17K Buy
416
+415
+41,500% +$7.84K ﹤0.01% 2933
2024
Q1 		$18 Hold
1
– – ﹤0.01% 3767
2023
Q4 		$18 Hold
1
– – ﹤0.01% 3702
2023
Q3 		$16 Sell
1
-170
-99% -$2.92K ﹤0.01% 3431
2023
Q2 		$3.27K Buy
+171
New +$2.98K ﹤0.01% 2949

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 $16.5B AUM 19.94% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

NewEdge Advisors's PDEX Position: Q3 2025 in Review

NewEdge Advisors sold out of Pro-Dex (PDEX) in Q3 2025, closing a stake of 1 share — an estimated $44 sold.

NewEdge Advisors first reported a position in PDEX in Q2 2023 and held it in 9 quarters. The position peaked at $10K in Q4 2024. 57 funds tracked by Wall St. Rank hold PDEX as of Q3 2025.

  • NewEdge Advisors reported no remaining Pro-Dex position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 1 Pro-Dex share in Q3 2025, an estimated $44.
  • NewEdge Advisors first reported a position in Pro-Dex in Q2 2023 and held it in 9 quarters.
  • NewEdge Advisors's Pro-Dex position peaked at $10K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Pro-Dex as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.