NSIM
PDCO

North Star Investment Management’s Patterson Companies, Inc. PDCO Stock Holding History

North Star Investment 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
-260
Closed -$8.12K – 1254
2025
Q1 		$8.12K Sell
260
-140
-35% -$4.35K ﹤0.01% 894
2024
Q4 		$12.3K Buy
400
+20
+5% +$465 ﹤0.01% 831
2024
Q3 		$8.3K Sell
380
-35,000
-99% -$827K ﹤0.01% 881
2024
Q2 		$853K Sell
35,380
-42,665
-55% -$1.07M 0.06% 251
2024
Q1 		$2.16M Buy
78,045
+23,970
+44% +$683K 0.15% 153
2023
Q4 		$1.54M Buy
54,075
+19,585
+57% +$576K 0.12% 181
2023
Q3 		$1.02M Buy
34,490
+1,260
+4% +$40K 0.09% 223
2023
Q2 		$1.11M Sell
33,230
-545
-2% -$15K 0.09% 220
2023
Q1 		$904K Hold
33,775
– – 0.07% 247
2022
Q4 		$947K Hold
33,775
– – 0.08% 233
2022
Q3 		$811K Buy
33,775
+32,425
+2,402% +$928K 0.08% 228
2022
Q2 		$41K Hold
1,350
– – ﹤0.01% 592
2022
Q1 		$44K Hold
1,350
– – ﹤0.01% 612
2021
Q4 		$40K Hold
1,350
– – ﹤0.01% 664
2021
Q3 		$41K Hold
1,350
– – ﹤0.01% 627
2021
Q2 		$41K Hold
1,350
– – ﹤0.01% 617
2021
Q1 		$43K Hold
1,350
– – ﹤0.01% 575
2020
Q4 		$40K Sell
1,350
-200
-13% -$5.67K ﹤0.01% 572
2020
Q3 		$37K Hold
1,550
– – ﹤0.01% 564
2020
Q2 		$34K Hold
1,550
– – ﹤0.01% 554
2020
Q1 		$24K Hold
1,550
– – ﹤0.01% 603
2019
Q4 		$32K Buy
1,550
+1,350
+675% +$25.6K ﹤0.01% 641
2019
Q3 		$4K Buy
+200
New +$3.73K ﹤0.01% 958

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 $5.16B AUM 18.64% 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

North Star Investment Management's PDCO Position: Q2 2025 in Review

North Star Investment Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 260 shares — an estimated $8.12K sold.

North Star Investment Management first reported a position in PDCO in Q3 2019 and held it in 23 quarters. The position peaked at $2.16M in Q1 2024. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • North Star Investment Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • North Star Investment Management sold 260 Patterson Companies, Inc. shares in Q2 2025, an estimated $8.12K.
  • North Star Investment Management first reported a position in Patterson Companies, Inc. in Q3 2019 and held it in 23 quarters.
  • North Star Investment Management's Patterson Companies, Inc. position peaked at $2.16M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on North Star Investment Management's 13F filing for Q2 2025, filed 15 Jul 2025.