DWM
PDCO

Dakota Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History

Dakota Wealth Management’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
Q1 		– Sell
-33,427
Closed -$1.03M – 814
2024
Q4 		$1.03M Buy
+33,427
New +$777K 0.02% 356
2024
Q1 		– Sell
-31,115
Closed -$885K – 792
2023
Q4 		$885K Buy
+31,115
New +$916K 0.03% 327

Other funds holding PDCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dakota Wealth Management's PDCO Position: Q1 2025 in Review

Dakota Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q1 2025, closing a stake of 33,427 shares — an estimated $1.03M sold.

Dakota Wealth Management first reported a position in PDCO in Q4 2023 and held it in 2 quarters. The position peaked at $1.03M in Q4 2024. 298 funds tracked by Wall St. Rank hold PDCO as of Q1 2025.

  • Dakota Wealth Management reported no remaining Patterson Companies, Inc. position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 33,427 Patterson Companies, Inc. shares in Q1 2025, an estimated $1.03M.
  • Dakota Wealth Management first reported a position in Patterson Companies, Inc. in Q4 2023 and held it in 2 quarters.
  • Dakota Wealth Management's Patterson Companies, Inc. position peaked at $1.03M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.