EWA
PDCO

EverSource Wealth Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

EverSource Wealth Advisors’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
-207
Closed -$6.47K – 4399
2025
Q1 		$6.47K Buy
207
+176
+568% +$5.46K ﹤0.01% 2365
2024
Q4 		$957 Sell
31
-11
-26% -$256 ﹤0.01% 2985
2024
Q3 		$917 Sell
42
-62
-60% -$1.47K ﹤0.01% 2747
2024
Q2 		$2.63K Buy
+104
New +$2.6K ﹤0.01% 2459
2023
Q4 		– Sell
-172
Closed -$5.1K – 2759
2023
Q3 		$5.1K Buy
172
+152
+760% +$4.82K ﹤0.01% 1707
2023
Q2 		$665 Sell
20
-13
-39% -$358 ﹤0.01% 2299
2023
Q1 		$883 Hold
33
– – ﹤0.01% 2139
2022
Q4 		$925 Buy
+33
New +$911 ﹤0.01% 2117

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

EverSource Wealth Advisors's PDCO Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 207 shares — an estimated $6.47K sold.

EverSource Wealth Advisors first reported a position in PDCO in Q4 2022 and held it in 8 quarters. The position peaked at $6.47K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 207 Patterson Companies, Inc. shares in Q2 2025, an estimated $6.47K.
  • EverSource Wealth Advisors first reported a position in Patterson Companies, Inc. in Q4 2022 and held it in 8 quarters.
  • EverSource Wealth Advisors's Patterson Companies, Inc. position peaked at $6.47K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.