LI
PDCO

LRI Investments’s Patterson Companies, Inc. PDCO Stock Holding History

LRI Investments’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
-1,262
Closed -$39.4K – 1311
2025
Q1 		$39.4K Hold
1,262
– – ﹤0.01% 574
2024
Q4 		$38.9K Hold
1,262
– – ﹤0.01% 562
2024
Q3 		$24.7K Hold
1,262
– – ﹤0.01% 616
2024
Q2 		$30.4K Buy
+1,262
New +$31.6K ﹤0.01% 549

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

LRI Investments's PDCO Position: Q2 2025 in Review

LRI Investments sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 1,262 shares — an estimated $39.4K sold.

LRI Investments first reported a position in PDCO in Q2 2024 and held it in 4 quarters. The position peaked at $39.4K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • LRI Investments reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • LRI Investments sold 1,262 Patterson Companies, Inc. shares in Q2 2025, an estimated $39.4K.
  • LRI Investments first reported a position in Patterson Companies, Inc. in Q2 2024 and held it in 4 quarters.
  • LRI Investments's Patterson Companies, Inc. position peaked at $39.4K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on LRI Investments's 13F filing for Q2 2025, filed 25 Jul 2025.