Brown Advisory’s Patterson Companies, Inc. PDCO Stock Holding History

Brown Advisory’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	-35,700	Closed	-$1.12M	–	1411
2025 Q1	$1.12M	Sell	35,700 -727,616	-95%	-$22.6M	﹤0.01%	748
2024 Q4	$23.6M	Sell	763,316 -851,678	-53%	-$19.8M	0.03%	317
2024 Q3	$35.3M	Buy	1,614,994 +26,060	+2%	+$616K	0.04%	259
2024 Q2	$38.3M	Sell	1,588,934 -9,250	-0.6%	-$232K	0.05%	241
2024 Q1	$44.2M	Buy	1,598,184 +50,906	+3%	+$1.45M	0.06%	233
2023 Q4	$44M	Buy	1,547,278 +156,402	+11%	+$4.6M	0.06%	219
2023 Q3	$41.2M	Buy	1,390,876 +34,958	+3%	+$1.11M	0.07%	215
2023 Q2	$45.1M	Sell	1,355,918 -102,412	-7%	-$2.82M	0.07%	205
2023 Q1	$39M	Buy	1,458,330 +3,155	+0.2%	+$88.7K	0.07%	231
2022 Q4	$40.8M	Buy	1,455,175 +306,036	+27%	+$8.44M	0.08%	217
2022 Q3	$27.6M	Sell	1,149,139 -19,601	-2%	-$561K	0.05%	256
2022 Q2	$35.4M	Sell	1,168,740 -34,531	-3%	-$1.08M	0.07%	228
2022 Q1	$39M	Buy	+1,203,271	New	+$35.7M	0.06%	233
2018 Q4	–	Sell	-19,745	Closed	-$483K	–	1355
2018 Q3	$483K	Buy	19,745 +2,720	+16%	+$64.5K	﹤0.01%	1002
2018 Q2	$386K	Buy	17,025 +138	+0.8%	+$3.11K	﹤0.01%	1034
2018 Q1	$376K	Buy	16,887 +106	+0.6%	+$3.3K	﹤0.01%	908
2017 Q4	$606K	Buy	16,781 +56	+0.3%	+$2.04K	﹤0.01%	817
2017 Q3	$646K	Sell	16,725 -322	-2%	-$12.9K	﹤0.01%	776
2017 Q2	$801K	Hold	17,047	–	–	﹤0.01%	727
2017 Q1	$771K	Hold	17,047	–	–	﹤0.01%	698
2016 Q4	$699K	Hold	17,047	–	–	﹤0.01%	715
2016 Q3	$783K	Sell	17,047 -1,000	-6%	-$47.3K	﹤0.01%	663
2016 Q2	$864K	Buy	18,047 +1,020	+6%	+$47K	﹤0.01%	630
2016 Q1	$792K	Buy	+17,027	New	+$737K	﹤0.01%	621

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

Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Brown Advisory's PDCO Position: Q2 2025 in Review

Brown Advisory sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 35,700 shares — an estimated $1.12M sold.

Brown Advisory first reported a position in PDCO in Q1 2016 and held it in 24 quarters. The position peaked at $45.1M in Q2 2023. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

Brown Advisory reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
Brown Advisory sold 35,700 Patterson Companies, Inc. shares in Q2 2025, an estimated $1.12M.
Brown Advisory first reported a position in Patterson Companies, Inc. in Q1 2016 and held it in 24 quarters.
Brown Advisory's Patterson Companies, Inc. position peaked at $45.1M in Q2 2023.
7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Brown Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.