Harbor Investment Advisory’s Patterson Companies, Inc. PDCO Stock Holding History

Harbor Investment Advisory’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	-14	Closed	-$437	–	1220
2025 Q1	$437	Sell	14 -8	-36%	-$248	﹤0.01%	1141
2024 Q4	$679	Hold	22	–	–	﹤0.01%	1108
2024 Q3	$480	Buy	22 +7	+47%	+$165	﹤0.01%	1118
2024 Q2	$362	Buy	+15	New	+$376	﹤0.01%	1140

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

Harbor Investment Advisory's PDCO Position: Q2 2025 in Review

Harbor Investment Advisory sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 14 shares — an estimated $437 sold.

Harbor Investment Advisory first reported a position in PDCO in Q2 2024 and held it in 4 quarters. The position peaked at $679 in Q4 2024. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

Harbor Investment Advisory reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
Harbor Investment Advisory sold 14 Patterson Companies, Inc. shares in Q2 2025, an estimated $437.
Harbor Investment Advisory first reported a position in Patterson Companies, Inc. in Q2 2024 and held it in 4 quarters.
Harbor Investment Advisory's Patterson Companies, Inc. position peaked at $679 in Q4 2024.
7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Harbor Investment Advisory's 13F filing for Q2 2025, filed 1 Jul 2025.