IC
PDCO

IEQ Capital’s Patterson Companies, Inc. PDCO Stock Holding History

IEQ Capital’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
-13,325
Closed -$416K – 2028
2025
Q1 		$416K Buy
13,325
+3,101
+30% +$96.3K ﹤0.01% 1049
2024
Q4 		$316K Buy
+10,224
New +$238K ﹤0.01% 1005

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

IEQ Capital's PDCO Position: Q2 2025 in Review

IEQ Capital sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 13,325 shares — an estimated $416K sold.

IEQ Capital first reported a position in PDCO in Q4 2024 and held it in 2 quarters. The position peaked at $416K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • IEQ Capital reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • IEQ Capital sold 13,325 Patterson Companies, Inc. shares in Q2 2025, an estimated $416K.
  • IEQ Capital first reported a position in Patterson Companies, Inc. in Q4 2024 and held it in 2 quarters.
  • IEQ Capital's Patterson Companies, Inc. position peaked at $416K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.