LMG Wealth Partners’s Patterson Companies, Inc. PDCO Stock Holding History

LMG Wealth Partners’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	-9,190	Closed	-$287K	–	143
2025 Q1	$287K	Hold	9,190	–	–	0.06%	114
2024 Q4	$284K	Buy	+9,190	New	+$214K	0.06%	112
2024 Q1	–	Sell	-7,179	Closed	-$204K	–	125
2023 Q4	$204K	Hold	7,179	–	–	0.06%	102
2023 Q3	$213K	Hold	7,179	–	–	0.06%	98
2023 Q2	$239K	Buy	+7,179	New	+$198K	0.07%	99
2023 Q1	–	Sell	-7,199	Closed	-$206K	–	112
2022 Q4	$206K	Buy	+7,199	New	+$199K	0.07%	104

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

LMG Wealth Partners's PDCO Position: Q2 2025 in Review

LMG Wealth Partners sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 9,190 shares — an estimated $287K sold.

LMG Wealth Partners first reported a position in PDCO in Q4 2022 and held it in 6 quarters. The position peaked at $287K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

LMG Wealth Partners reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
LMG Wealth Partners sold 9,190 Patterson Companies, Inc. shares in Q2 2025, an estimated $287K.
LMG Wealth Partners first reported a position in Patterson Companies, Inc. in Q4 2022 and held it in 6 quarters.
LMG Wealth Partners's Patterson Companies, Inc. position peaked at $287K in Q1 2025.
7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on LMG Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.