CGH
PDCO

Crossmark Global Holdings’s Patterson Companies, Inc. PDCO Stock Holding History

Crossmark Global Holdings’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
-11,666
Closed -$364K – 1374
2025
Q1 		$364K Buy
+11,666
New +$362K 0.01% 998
2023
Q4 		– Sell
-7,207
Closed -$213K – 1316
2023
Q3 		$213K Buy
7,207
+3
+0% +$95 ﹤0.01% 1178
2023
Q2 		$235K Sell
7,204
-491
-6% -$13.5K 0.01% 1181
2023
Q1 		$206K Sell
7,695
-59
-0.8% -$1.66K ﹤0.01% 1220
2022
Q4 		$218K Buy
+7,754
New +$214K 0.01% 1163
2022
Q3 		– Sell
-8,240
Closed -$249K – 1287
2022
Q2 		$249K Sell
8,240
-20
-0.2% -$627 0.01% 1122
2022
Q1 		$268K Sell
8,260
-210
-2% -$6.24K 0.01% 1191
2021
Q4 		$249K Buy
8,470
+810
+11% +$25.4K 0.01% 1247
2021
Q3 		$231K Hold
7,660
– – 0.01% 1278
2021
Q2 		$233K Sell
7,660
-380
-5% -$12.8K 0.01% 1307
2021
Q1 		$257K Buy
8,040
+40
+0.5% +$1.28K 0.01% 1250
2020
Q4 		$237K Sell
8,000
-16,880
-68% -$478K 0.01% 1234
2020
Q3 		$600K Sell
24,880
-370
-1% -$9.42K 0.02% 696
2020
Q2 		$556K Buy
25,250
+5,550
+28% +$97.2K 0.02% 711
2020
Q1 		$301K Buy
19,700
+630
+3% +$13.6K 0.01% 849
2019
Q4 		$391K Buy
19,070
+3,420
+22% +$64.7K 0.01% 957
2019
Q3 		$279K Sell
15,650
-330
-2% -$6.16K 0.01% 1096
2019
Q2 		$366K Buy
15,980
+292
+2% +$6.49K 0.01% 983
2019
Q1 		$343K Sell
15,688
-90
-0.6% -$1.99K 0.01% 1051
2018
Q4 		$310K Buy
15,778
+200
+1% +$4.67K 0.01% 1060
2018
Q3 		$381K Buy
15,578
+330
+2% +$7.82K 0.01% 1154
2018
Q2 		$346K Sell
15,248
-1,250
-8% -$28.2K 0.01% 1199
2018
Q1 		$367K Sell
16,498
-15,936
-49% -$496K 0.01% 1122
2017
Q4 		$1.17M Buy
32,434
+9,159
+39% +$334K 0.03% 589
2017
Q3 		$900K Buy
+23,275
New +$929K 0.02% 651
2016
Q3 		$900K Buy
+23,275
New +$1.1M 0.02% 651

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 $493M AUM 17.89% 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 $4.82B AUM 20.19% 1-Year Est. Return

Crossmark Global Holdings's PDCO Position: Q2 2025 in Review

Crossmark Global Holdings sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 11,666 shares — an estimated $364K sold.

Crossmark Global Holdings first reported a position in PDCO in Q3 2016 and held it in 26 quarters. The position peaked at $1.17M in Q4 2017. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Crossmark Global Holdings reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 11,666 Patterson Companies, Inc. shares in Q2 2025, an estimated $364K.
  • Crossmark Global Holdings first reported a position in Patterson Companies, Inc. in Q3 2016 and held it in 26 quarters.
  • Crossmark Global Holdings's Patterson Companies, Inc. position peaked at $1.17M in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Crossmark Global Holdings's 13F filing for Q2 2025, filed 8 Aug 2025.