Gallagher Fiduciary Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

Gallagher Fiduciary 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	-10,516	Closed	-$329K	–	343
2025 Q1	$329K	Buy	10,516 +438	+4%	+$13.6K	0.01%	225
2024 Q4	$311K	Buy	+10,078	New	+$234K	0.06%	217

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

Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Gallagher Fiduciary Advisors's PDCO Position: Q2 2025 in Review

Gallagher Fiduciary Advisors sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 10,516 shares — an estimated $329K sold.

Gallagher Fiduciary Advisors first reported a position in PDCO in Q4 2024 and held it in 2 quarters. The position peaked at $329K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

Gallagher Fiduciary Advisors reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 10,516 Patterson Companies, Inc. shares in Q2 2025, an estimated $329K.
Gallagher Fiduciary Advisors first reported a position in Patterson Companies, Inc. in Q4 2024 and held it in 2 quarters.
Gallagher Fiduciary Advisors's Patterson Companies, Inc. position peaked at $329K in Q1 2025.
7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.