IWC
PDCO

Integrated Wealth Concepts’s Patterson Companies, Inc. PDCO Stock Holding History

Integrated Wealth Concepts’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
-81,092
Closed -$2.53M – 2024
2025
Q1 		$2.53M Buy
81,092
+1
+0% +$31 0.03% 519
2024
Q4 		$2.5M Sell
81,091
-15,776
-16% -$367K 0.03% 489
2024
Q3 		$2.12M Sell
96,867
-316
-0.3% -$7.47K 0.03% 534
2024
Q2 		$2.34M Buy
97,183
+503
+0.5% +$12.6K 0.03% 464
2024
Q1 		$2.67M Buy
96,680
+1
+0% +$28 0.04% 421
2023
Q4 		$2.75M Sell
96,679
-104
-0.1% -$3.06K 0.05% 371
2023
Q3 		$2.87M Buy
96,783
+271
+0.3% +$8.6K 0.05% 336
2023
Q2 		$3.21M Sell
96,512
-20,052
-17% -$553K 0.06% 319
2023
Q1 		$3.12M Buy
116,564
+1,334
+1% +$37.5K 0.06% 274
2022
Q4 		$3.23M Sell
115,230
-35,000
-23% -$966K 0.09% 217
2022
Q3 		$3.61M Hold
150,230
– – 0.12% 179
2022
Q2 		$4.55M Buy
150,230
+177
+0.1% +$5.54K 0.14% 148
2022
Q1 		$4.86M Sell
150,053
-2
-0% -$59 0.15% 131
2021
Q4 		$4.4M Hold
150,055
– – 0.13% 141
2021
Q3 		$4.52M Buy
150,055
+1
+0% +$30 0.15% 126
2021
Q2 		$4.56M Buy
150,054
+2
+0% +$67 0.16% 119
2021
Q1 		$4.79M Buy
+150,052
New +$4.79M 0.2% 101

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 $4.82B AUM 20.19% 1-Year Est. Return

Integrated Wealth Concepts's PDCO Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 81,092 shares — an estimated $2.53M sold.

Integrated Wealth Concepts first reported a position in PDCO in Q1 2021 and held it in 17 quarters. The position peaked at $4.86M in Q1 2022. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 81,092 Patterson Companies, Inc. shares in Q2 2025, an estimated $2.53M.
  • Integrated Wealth Concepts first reported a position in Patterson Companies, Inc. in Q1 2021 and held it in 17 quarters.
  • Integrated Wealth Concepts's Patterson Companies, Inc. position peaked at $4.86M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.