BTI
PDCO

Blue Trust Inc’s Patterson Companies, Inc. PDCO Stock Holding History

Blue Trust Inc’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
-1,919
Closed -$60K – 2628
2025
Q1 		$60K Hold
1,919
– – ﹤0.01% 1242
2024
Q4 		$59.2K Sell
1,919
-402
-17% -$9.34K ﹤0.01% 1181
2024
Q3 		$56K Buy
2,321
+311
+15% +$7.35K ﹤0.01% 1513
2024
Q2 		$55.6K Buy
2,010
+210
+12% +$5.26K ﹤0.01% 1212
2024
Q1 		$49.8K Sell
1,800
-452
-20% -$12.9K ﹤0.01% 921
2023
Q4 		$66K Buy
2,252
+103
+5% +$3.03K ﹤0.01% 837
2023
Q3 		$72K Buy
2,149
+159
+8% +$5.04K ﹤0.01% 730
2023
Q2 		$53K Sell
1,990
-566
-22% -$15.6K ﹤0.01% 679
2023
Q1 		$72K Buy
2,556
+427
+20% +$12K ﹤0.01% 879
2022
Q4 		$51K Buy
2,129
+329
+18% +$9.08K ﹤0.01% 912
2022
Q3 		$55K Hold
1,800
– – ﹤0.01% 723
2022
Q2 		$58K Buy
+1,800
New +$56.4K ﹤0.01% 647

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

Blue Trust Inc's PDCO Position: Q2 2025 in Review

Blue Trust Inc sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 1,919 shares — an estimated $60K sold.

Blue Trust Inc first reported a position in PDCO in Q2 2022 and held it in 12 quarters. The position peaked at $72K in Q3 2023. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Blue Trust Inc reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 1,919 Patterson Companies, Inc. shares in Q2 2025, an estimated $60K.
  • Blue Trust Inc first reported a position in Patterson Companies, Inc. in Q2 2022 and held it in 12 quarters.
  • Blue Trust Inc's Patterson Companies, Inc. position peaked at $72K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.