HNW
PDCO

High Note Wealth’s Patterson Companies, Inc. PDCO Stock Holding History

High Note 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
-135
Closed -$4.22K – 1015
2025
Q1 		$4.22K Buy
+135
New +$4.19K ﹤0.01% 486

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 $493M AUM 17.89% 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

High Note Wealth's PDCO Position: Q2 2025 in Review

High Note Wealth sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 135 shares — an estimated $4.22K sold.

High Note Wealth first reported a position in PDCO in Q1 2025 and held it in 1 quarter. The position peaked at $4.22K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • High Note Wealth reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • High Note Wealth sold 135 Patterson Companies, Inc. shares in Q2 2025, an estimated $4.22K.
  • High Note Wealth first reported a position in Patterson Companies, Inc. in Q1 2025 and held it in 1 quarter.
  • High Note Wealth's Patterson Companies, Inc. position peaked at $4.22K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.