MassMutual Private Wealth & Trust’s Patterson Companies, Inc. PDCO Stock Holding History

MassMutual Private Wealth & Trust’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	-104	Closed	-$3.25K	–	2518
2025 Q1	$3.25K	Buy	104 +85	+447%	+$2.64K	﹤0.01%	1768
2024 Q4	$586	Buy	+19	New	+$442	﹤0.01%	2119
2024 Q3	–	Sell	-67	Closed	-$1.62K	–	2272
2024 Q2	$1.62K	Hold	67	–	–	﹤0.01%	1702
2024 Q1	$1.85K	Hold	67	–	–	﹤0.01%	1568
2023 Q4	$1.91K	Hold	67	–	–	﹤0.01%	1515
2023 Q3	$1.99K	Hold	67	–	–	﹤0.01%	1510
2023 Q2	$2.23K	Hold	67	–	–	﹤0.01%	1441
2023 Q1	$1.79K	Buy	+67	New	+$1.88K	﹤0.01%	1450
2022 Q1	–	Sell	-28	Closed	-$1K	–	1663
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	1344
2021 Q3	$1K	Buy	+28	New	+$850	﹤0.01%	1234
2019 Q4	–	Sell	-196	Closed	-$3K	–	921
2019 Q3	$3K	Hold	196	–	–	﹤0.01%	745
2019 Q2	$4K	Hold	196	–	–	﹤0.01%	681
2019 Q1	$4.28K	Hold	196	–	–	﹤0.01%	704
2018 Q4	$3.85K	Sell	196 -88	-31%	-$2.06K	﹤0.01%	714
2018 Q3	$6.94K	Sell	284 -9,327	-97%	-$221K	﹤0.01%	656
2018 Q2	$218K	Buy	9,611 +532	+6%	+$12K	0.02%	327
2018 Q1	$202K	Buy	9,079 +1,084	+14%	+$33.7K	0.02%	330
2017 Q4	$289K	Sell	7,995 -207	-3%	-$7.56K	0.02%	308
2017 Q3	$317K	Buy	8,202 +362	+5%	+$14.5K	0.03%	303
2017 Q2	$368K	Sell	7,840 -151	-2%	-$6.81K	0.03%	254
2017 Q1	$361K	Buy	7,991 +335	+4%	+$14.5K	0.03%	259
2016 Q4	$314K	Buy	+7,656	New	+$330K	0.04%	232

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 $493M AUM 17.89% 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 $4.82B AUM 20.19% 1-Year Est. Return

MassMutual Private Wealth & Trust's PDCO Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 104 shares — an estimated $3.25K sold.

MassMutual Private Wealth & Trust first reported a position in PDCO in Q4 2016 and held it in 22 quarters. The position peaked at $368K in Q2 2017. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 104 Patterson Companies, Inc. shares in Q2 2025, an estimated $3.25K.
MassMutual Private Wealth & Trust first reported a position in Patterson Companies, Inc. in Q4 2016 and held it in 22 quarters.
MassMutual Private Wealth & Trust's Patterson Companies, Inc. position peaked at $368K in Q2 2017.
7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.