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

Moran 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	-99,036	Closed	-$3.09M	–	518
2025 Q1	$3.09M	Sell	99,036 -15,519	-14%	-$482K	0.1%	235
2024 Q4	$3.54M	Buy	114,555 +5,167	+5%	+$120K	0.11%	207
2024 Q3	$2.39M	Buy	+109,388	New	+$2.58M	0.07%	251

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 $5.54B AUM 27.43% 1-Year Est. Return

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

Moran Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 99,036 shares — an estimated $3.09M sold.

Moran Wealth Management first reported a position in PDCO in Q3 2024 and held it in 3 quarters. The position peaked at $3.54M in Q4 2024. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

Moran Wealth Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
Moran Wealth Management sold 99,036 Patterson Companies, Inc. shares in Q2 2025, an estimated $3.09M.
Moran Wealth Management first reported a position in Patterson Companies, Inc. in Q3 2024 and held it in 3 quarters.
Moran Wealth Management's Patterson Companies, Inc. position peaked at $3.54M in Q4 2024.
7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Moran Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.