Sterling Capital Management’s Pro-Dex PDEX Stock Holding History

Sterling Capital 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 Q3	$4.69K	Buy	68 +61	+871%	+$3.9K	﹤0.01%	2888
2026 Q2	$410	Sell	7 -6	-46%	-$349	﹤0.01%	3235
2026 Q1	$639	Sell	13 -1	-7%	-$43	﹤0.01%	3129
2025 Q4	$539	Buy	14 +9	+180%	+$311	﹤0.01%	3189
2025 Q3	$169	Hold	5	–	–	﹤0.01%	3220
2025 Q2	$218	Buy	+5	New	+$245	﹤0.01%	3228

Other funds holding PDEX

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Sterling Capital Management's PDEX Position: Q3 2026 in Review

Sterling Capital Management increased its Pro-Dex (PDEX) stake by 871% in Q3 2026, buying an estimated $3.9K and bringing the position to 68 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2888.

Sterling Capital Management first reported a position in PDEX in Q2 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold PDEX as of Q3 2026.

Sterling Capital Management held 68 shares of Pro-Dex worth $4.69K as of Q3 2026.
Sterling Capital Management bought 61 Pro-Dex shares in Q3 2026, an estimated $3.9K.
Pro-Dex made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #2888 holding.
Sterling Capital Management first reported a position in Pro-Dex in Q2 2025 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held Pro-Dex as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.