MCM
PDCO

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

MAI Capital Management’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
-1,520
Closed -$47.5K – 4057
2025
Q1 		$47.5K Sell
1,520
-154
-9% -$4.78K ﹤0.01% 1773
2024
Q4 		$51.7K Buy
+1,674
New +$38.9K ﹤0.01% 1749
2018
Q1 		– Sell
-6,430
Closed -$232K – 497
2017
Q4 		$232K Sell
6,430
-78
-1% -$2.85K 0.01% 407
2017
Q3 		$252K Sell
6,508
-685
-10% -$27.3K 0.02% 370
2017
Q2 		$338K Sell
7,193
-343
-5% -$15.5K 0.02% 323
2017
Q1 		$341K Sell
7,536
-11
-0.1% -$477 0.02% 308
2016
Q4 		$310K Buy
7,547
+2,471
+49% +$107K 0.02% 327
2016
Q3 		$233K Buy
5,076
+397
+8% +$18.8K 0.02% 386
2016
Q2 		$224K Sell
4,679
-217
-4% -$10K 0.02% 368
2016
Q1 		$228K Buy
+4,896
New +$212K 0.02% 360
2015
Q3 		– Sell
-4,992
Closed -$243K – 477
2015
Q2 		$243K Sell
4,992
-111
-2% -$5.29K 0.02% 414
2015
Q1 		$249K Sell
5,103
-1,791
-26% -$89.3K 0.02% 416
2014
Q4 		$332K Sell
6,894
-1,015
-13% -$45.7K 0.02% 339
2014
Q3 		$328K Buy
7,909
+144
+2% +$5.75K 0.03% 287
2014
Q2 		$307K Buy
7,765
+981
+14% +$39.7K 0.03% 298
2014
Q1 		$283K Buy
6,784
+645
+11% +$26.3K 0.03% 310
2013
Q4 		$253K Buy
+6,139
New +$255K 0.03% 305

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

MAI Capital Management's PDCO Position: Q2 2025 in Review

MAI Capital Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 1,520 shares — an estimated $47.5K sold.

MAI Capital Management first reported a position in PDCO in Q4 2013 and held it in 17 quarters. The position peaked at $341K in Q1 2017. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • MAI Capital Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • MAI Capital Management sold 1,520 Patterson Companies, Inc. shares in Q2 2025, an estimated $47.5K.
  • MAI Capital Management first reported a position in Patterson Companies, Inc. in Q4 2013 and held it in 17 quarters.
  • MAI Capital Management's Patterson Companies, Inc. position peaked at $341K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on MAI Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.