BIA
PDCO

Bell Investment Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

Bell Investment Advisors’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
-212
Closed -$6.62K – 1998
2025
Q1 		$6.62K Buy
212
+37
+21% +$1.15K ﹤0.01% 782
2024
Q4 		$5.4K Buy
175
+48
+38% +$1.11K ﹤0.01% 894
2024
Q3 		$2.77K Sell
127
-45
-26% -$1.06K ﹤0.01% 1218
2024
Q2 		$4.15K Buy
172
+10
+6% +$250 ﹤0.01% 1014
2024
Q1 		$4.48K Hold
162
– – ﹤0.01% 984
2023
Q4 		$4.61K Buy
162
+18
+13% +$530 ﹤0.01% 929
2023
Q3 		$4.27K Buy
144
+15
+12% +$476 ﹤0.01% 890
2023
Q2 		$4.29K Buy
129
+25
+24% +$689 ﹤0.01% 901
2023
Q1 		$2.79K Sell
104
-16
-13% -$450 ﹤0.01% 1083
2022
Q4 		$3.36K Buy
120
+35
+41% +$966 ﹤0.01% 1011
2022
Q3 		$2K Buy
85
+20
+31% +$572 ﹤0.01% 1260
2022
Q2 		$2K Buy
+65
New +$2.04K ﹤0.01% 1269
2021
Q4 		$2K Hold
65
– – ﹤0.01% 1270
2021
Q3 		$2K Buy
+65
New +$1.97K ﹤0.01% 1198

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

Bell Investment Advisors's PDCO Position: Q2 2025 in Review

Bell Investment Advisors sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 212 shares — an estimated $6.62K sold.

Bell Investment Advisors first reported a position in PDCO in Q3 2021 and held it in 14 quarters. The position peaked at $6.62K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Bell Investment Advisors reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 212 Patterson Companies, Inc. shares in Q2 2025, an estimated $6.62K.
  • Bell Investment Advisors first reported a position in Patterson Companies, Inc. in Q3 2021 and held it in 14 quarters.
  • Bell Investment Advisors's Patterson Companies, Inc. position peaked at $6.62K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.