Ritholtz Wealth Management’s Pro-Dex PDEX Stock Holding History

Ritholtz Wealth Management’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	$271K	Sell	4,620 -784	-15%	-$45.5K	﹤0.01%	1101
2026 Q1	$265K	Sell	5,404 -1,700	-24%	-$73.2K	﹤0.01%	1024
2025 Q4	$273K	Sell	7,104 -7,512	-51%	-$260K	0.01%	935
2025 Q3	$495K	Sell	14,616 -6,486	-31%	-$279K	0.01%	685
2025 Q2	$921K	Buy	21,102 +5,158	+32%	+$252K	0.02%	472
2025 Q1	$791K	Buy	15,944 +3,711	+30%	+$155K	0.02%	461
2024 Q4	$572K	Buy	+12,233	New	+$498K	0.02%	526

Other funds holding PDEX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

Ritholtz Wealth Management's PDEX Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Pro-Dex (PDEX) stake by 15% in Q2 2026, selling an estimated $45.5K and leaving 4,620 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Ritholtz Wealth Management first reported a position in PDEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $921K in Q2 2025. 67 funds tracked by Wall St. Rank hold PDEX as of Q2 2026.

Ritholtz Wealth Management held 4,620 shares of Pro-Dex worth $271K as of Q2 2026.
Ritholtz Wealth Management sold 784 Pro-Dex shares in Q2 2026, an estimated $45.5K.
Pro-Dex made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1101 holding.
Ritholtz Wealth Management first reported a position in Pro-Dex in Q4 2024 and has held it in 7 quarters since.
Ritholtz Wealth Management's Pro-Dex position peaked at $921K in Q2 2025.
67 funds tracked by Wall St. Rank held Pro-Dex as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.