FDW
PDCO

Fourth Dimension Wealth’s Patterson Companies, Inc. PDCO Stock Holding History

Fourth Dimension Wealth’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
-300
Closed -$9.37K – 652
2025
Q1 		$9.37K Hold
300
– – ﹤0.01% 416
2024
Q4 		$9.26K Buy
+300
New +$6.97K ﹤0.01% 433

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

Fourth Dimension Wealth's PDCO Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 300 shares — an estimated $9.37K sold.

Fourth Dimension Wealth first reported a position in PDCO in Q4 2024 and held it in 2 quarters. The position peaked at $9.37K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 300 Patterson Companies, Inc. shares in Q2 2025, an estimated $9.37K.
  • Fourth Dimension Wealth first reported a position in Patterson Companies, Inc. in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's Patterson Companies, Inc. position peaked at $9.37K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.