AWC
PDCO

Abundance Wealth Counselors’s Patterson Companies, Inc. PDCO Stock Holding History

Abundance Wealth Counselors’s Portfolio PDCO Stock Details PDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-35,621
Closed -$1.11M – 170
2025
Q1 		$1.11M Buy
35,621
+13,199
+59% +$410K 0.23% 77
2024
Q4 		$692K Sell
22,422
-6,461
-22% -$150K 0.15% 105
2024
Q3 		$631K Buy
+28,883
New +$683K 0.13% 106
2024
Q2 		– Sell
-23,498
Closed -$650K – 150
2024
Q1 		$650K Buy
23,498
+6,588
+39% +$188K 0.15% 94
2023
Q4 		$481K Sell
16,910
-4,060
-19% -$120K 0.13% 101
2023
Q3 		$622K Buy
+20,970
New +$665K 0.18% 83
2023
Q2 		– Sell
-20,512
Closed -$549K – 146
2023
Q1 		$549K Buy
20,512
+447
+2% +$12.6K 0.14% 97
2022
Q4 		$562K Buy
20,065
+2,641
+15% +$72.9K 0.15% 89
2022
Q3 		$419K Buy
17,424
+1,416
+9% +$40.5K 0.12% 95
2022
Q2 		$485K Buy
16,008
+1,301
+9% +$40.8K 0.13% 94
2022
Q1 		$476K Buy
14,707
+2,988
+25% +$88.7K 0.13% 90
2021
Q4 		$344K Buy
+11,719
New +$367K 0.09% 94
2021
Q3 		– Sell
-9,533
Closed -$290K – 106
2021
Q2 		$290K Buy
+9,533
New +$321K 0.07% 97

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abundance Wealth Counselors's PDCO Position: Q2 2025 in Review

Abundance Wealth Counselors sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 35,621 shares — an estimated $1.11M sold.

Abundance Wealth Counselors first reported a position in PDCO in Q2 2021 and held it in 13 quarters. The position peaked at $1.11M in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Abundance Wealth Counselors reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Abundance Wealth Counselors sold 35,621 Patterson Companies, Inc. shares in Q2 2025, an estimated $1.11M.
  • Abundance Wealth Counselors first reported a position in Patterson Companies, Inc. in Q2 2021 and held it in 13 quarters.
  • Abundance Wealth Counselors's Patterson Companies, Inc. position peaked at $1.11M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Abundance Wealth Counselors's 13F filing for Q2 2025, filed 21 Jul 2025.