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Whipplewood Advisors’s Standex International SXI Stock Holding History

Whipplewood Advisors’s Portfolio SXI Stock Details SXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20
Closed -$5.1K – 985
2026
Q1 		$5.1K Buy
+20
New +$5.02K ﹤0.01% 613
2025
Q3 		– Sell
-20
Closed -$3.13K – 1051
2025
Q2 		$3.13K Sell
20
-193
-91% -$28.9K ﹤0.01% 793
2025
Q1 		$3.23K Buy
213
+193
+965% +$35.4K ﹤0.01% 785
2024
Q4 		$3.74K Buy
+20
New +$3.86K ﹤0.01% 754

Other funds holding SXI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Whipplewood Advisors's SXI Position: Q2 2026 in Review

Whipplewood Advisors sold out of Standex International (SXI) in Q2 2026, closing a stake of 20 shares — an estimated $5.1K sold.

Whipplewood Advisors first reported a position in SXI in Q4 2024 and held it in 4 quarters. The position peaked at $5.1K in Q1 2026. 328 funds tracked by Wall St. Rank hold SXI as of Q2 2026.

  • Whipplewood Advisors reported no remaining Standex International position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 20 Standex International shares in Q2 2026, an estimated $5.1K.
  • Whipplewood Advisors first reported a position in Standex International in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Standex International position peaked at $5.1K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Standex International as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.