C
PDCO

Covestor’s Patterson Companies, Inc. PDCO Stock Holding History

Covestor’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
-54
Closed -$2K – 2863
2025
Q1 		$2K Sell
54
-411
-88% -$12.8K ﹤0.01% 1906
2024
Q4 		$14K Sell
465
-16
-3% -$372 0.01% 1362
2024
Q3 		$11K Buy
481
+83
+21% +$1.96K 0.01% 1533
2024
Q2 		$9K Sell
398
-7,186
-95% -$180K 0.01% 1646
2024
Q1 		$210K Buy
7,584
+988
+15% +$28.1K 0.13% 148
2023
Q4 		$187K Buy
6,596
+253
+4% +$7.45K 0.13% 176
2023
Q3 		$188K Sell
6,343
-1,004
-14% -$31.9K 0.14% 131
2023
Q2 		$245K Buy
7,347
+298
+4% +$8.21K 0.19% 72
2023
Q1 		$189K Buy
7,049
+210
+3% +$5.9K 0.16% 121
2022
Q4 		$192K Buy
6,839
+847
+14% +$23.4K 0.16% 126
2022
Q3 		$144K Buy
5,992
+5,886
+5,553% +$168K 0.13% 180
2022
Q2 		$3K Sell
106
-75
-41% -$2.35K ﹤0.01% 1573
2022
Q1 		$6K Buy
181
+61
+51% +$1.81K ﹤0.01% 1472
2021
Q4 		$4K Buy
+120
New +$3.76K 0.01% 1435

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

Covestor's PDCO Position: Q2 2025 in Review

Covestor sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 54 shares — an estimated $2K sold.

Covestor first reported a position in PDCO in Q4 2021 and held it in 14 quarters. The position peaked at $245K in Q2 2023. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Covestor reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Covestor sold 54 Patterson Companies, Inc. shares in Q2 2025, an estimated $2K.
  • Covestor first reported a position in Patterson Companies, Inc. in Q4 2021 and held it in 14 quarters.
  • Covestor's Patterson Companies, Inc. position peaked at $245K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Covestor's 13F filing for Q2 2025, filed 11 Aug 2025.