NWM
PDCO

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

Nicola 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
-176,800
Closed -$5.52M – 120
2025
Q1 		$5.52M Hold
176,800
– – 0.54% 52
2024
Q4 		$7.84M Hold
176,800
– – 0.74% 46
2024
Q3 		$5.22M Buy
176,800
+46,000
+35% +$1.09M 0.41% 61
2024
Q2 		$4.32M Buy
130,800
+27,000
+26% +$676K 0.39% 59
2024
Q1 		$3.89M Hold
103,800
– – 0.38% 67
2023
Q4 		$3.91M Hold
103,800
– – 0.41% 59
2023
Q3 		$4.16M Hold
103,800
– – 0.45% 59
2023
Q2 		$4.57M Buy
103,800
+54,000
+108% +$1.49M 0.45% 59
2023
Q1 		$1.8M Hold
49,800
– – 0.18% 95
2022
Q4 		$1.89M Buy
49,800
+14,000
+39% +$386K 0.19% 98
2022
Q3 		$1.18M Buy
35,800
+23,000
+180% +$658K 0.13% 113
2022
Q2 		$500K Buy
+12,800
New +$401K 0.05% 124

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

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

Nicola Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 176,800 shares — an estimated $5.52M sold.

Nicola Wealth Management first reported a position in PDCO in Q2 2022 and held it in 12 quarters. The position peaked at $7.84M in Q4 2024. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Nicola Wealth Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 176,800 Patterson Companies, Inc. shares in Q2 2025, an estimated $5.52M.
  • Nicola Wealth Management first reported a position in Patterson Companies, Inc. in Q2 2022 and held it in 12 quarters.
  • Nicola Wealth Management's Patterson Companies, Inc. position peaked at $7.84M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Nicola Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.