AI
PDCO

Atria Investments’s Patterson Companies, Inc. PDCO Stock Holding History

Atria Investments’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
-10,583
Closed -$331K – 2099
2025
Q1 		$331K Sell
10,583
-538
-5% -$16.7K ﹤0.01% 1571
2024
Q4 		$343K Buy
11,121
+1,006
+10% +$23.4K ﹤0.01% 1530
2024
Q3 		$221K Buy
10,115
+973
+11% +$23K ﹤0.01% 1778
2024
Q2 		$221K Buy
+9,142
New +$229K ﹤0.01% 1766
2018
Q1 		– Sell
-79,096
Closed -$2.86M – 919
2017
Q4 		$2.86M Buy
+79,096
New +$2.89M 0.14% 159

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

Atria Investments's PDCO Position: Q2 2025 in Review

Atria Investments sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 10,583 shares — an estimated $331K sold.

Atria Investments first reported a position in PDCO in Q4 2017 and held it in 5 quarters. The position peaked at $2.86M in Q4 2017. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Atria Investments reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 10,583 Patterson Companies, Inc. shares in Q2 2025, an estimated $331K.
  • Atria Investments first reported a position in Patterson Companies, Inc. in Q4 2017 and held it in 5 quarters.
  • Atria Investments's Patterson Companies, Inc. position peaked at $2.86M in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.