MWM
PDCO

Mission Wealth Management’s Patterson Companies, Inc. PDCO Stock Holding History

Mission Wealth 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
-30,802
Closed -$962K – 718
2025
Q1 		$962K Sell
30,802
-394
-1% -$12.2K 0.02% 313
2024
Q4 		$963K Sell
31,196
-4,083
-12% -$94.9K 0.02% 299
2024
Q3 		$770K Sell
35,279
-787
-2% -$18.6K 0.02% 346
2024
Q2 		$870K Sell
36,066
-1,146
-3% -$28.7K 0.02% 306
2024
Q1 		$1.03M Sell
37,212
-1,804
-5% -$51.4K 0.03% 289
2023
Q4 		$1.11M Buy
39,016
+1,869
+5% +$55K 0.04% 219
2023
Q3 		$1.1M Buy
37,147
+1,382
+4% +$43.8K 0.04% 203
2023
Q2 		$1.19M Buy
35,765
+1,359
+4% +$37.5K 0.04% 196
2023
Q1 		$921K Buy
34,406
+2,291
+7% +$64.4K 0.04% 228
2022
Q4 		$900K Buy
32,115
+278
+0.9% +$7.67K 0.04% 223
2022
Q3 		$765K Buy
31,837
+631
+2% +$18.1K 0.04% 228
2022
Q2 		$946K Buy
31,206
+6,956
+29% +$218K 0.05% 197
2022
Q1 		$785K Buy
24,250
+3,391
+16% +$101K 0.04% 236
2021
Q4 		$612K Buy
20,859
+116
+0.6% +$3.63K 0.03% 273
2021
Q3 		$625K Sell
20,743
-45
-0.2% -$1.37K 0.03% 249
2021
Q2 		$632K Sell
20,788
-1,078
-5% -$36.3K 0.03% 247
2021
Q1 		$699K Buy
21,866
+2,405
+12% +$76.8K 0.04% 200
2020
Q4 		$577K Buy
19,461
+7,234
+59% +$205K 0.04% 206
2020
Q3 		$295K Buy
12,227
+536
+5% +$13.6K 0.02% 283
2020
Q2 		$257K Buy
11,691
+1,509
+15% +$26.4K 0.02% 276
2020
Q1 		$156K Buy
10,182
+47
+0.5% +$1.01K 0.02% 282
2019
Q4 		$208K Buy
+10,135
New +$192K 0.02% 321
2019
Q3 		– Sell
-10,385
Closed -$238K – 333
2019
Q2 		$238K Buy
10,385
+303
+3% +$6.73K 0.03% 272
2019
Q1 		$220K Buy
+10,082
New +$223K 0.03% 293

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

Mission Wealth Management's PDCO Position: Q2 2025 in Review

Mission Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 30,802 shares — an estimated $962K sold.

Mission Wealth Management first reported a position in PDCO in Q1 2019 and held it in 24 quarters. The position peaked at $1.19M in Q2 2023. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Mission Wealth Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Mission Wealth Management sold 30,802 Patterson Companies, Inc. shares in Q2 2025, an estimated $962K.
  • Mission Wealth Management first reported a position in Patterson Companies, Inc. in Q1 2019 and held it in 24 quarters.
  • Mission Wealth Management's Patterson Companies, Inc. position peaked at $1.19M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Mission Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.