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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ritholtz Wealth Management's PDEX Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Pro-Dex (PDEX) stake by 24% in Q1 2026, selling an estimated $73.2K and leaving 5,404 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Ritholtz Wealth Management first reported a position in PDEX in Q4 2024 and has held it in 6 quarters since. The position peaked at $921K in Q2 2025. 58 funds tracked by Wall St. Rank hold PDEX as of Q1 2026.

  • Ritholtz Wealth Management held 5,404 shares of Pro-Dex worth $265K as of Q1 2026.
  • Ritholtz Wealth Management sold 1,700 Pro-Dex shares in Q1 2026, an estimated $73.2K.
  • Pro-Dex made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1024 holding.
  • Ritholtz Wealth Management first reported a position in Pro-Dex in Q4 2024 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's Pro-Dex position peaked at $921K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Pro-Dex as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.