PWM
PDCO

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

Parkworth 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
-3
Closed -$94 – 1402
2025
Q1 		$94 Hold
3
– – ﹤0.01% 957
2024
Q4 		$93 Buy
+3
New +$70 ﹤0.01% 1002

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

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

Parkworth Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 3 shares — an estimated $94 sold.

Parkworth Wealth Management first reported a position in PDCO in Q4 2024 and held it in 2 quarters. The position peaked at $94 in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Parkworth Wealth Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Parkworth Wealth Management sold 3 Patterson Companies, Inc. shares in Q2 2025, an estimated $94.
  • Parkworth Wealth Management first reported a position in Patterson Companies, Inc. in Q4 2024 and held it in 2 quarters.
  • Parkworth Wealth Management's Patterson Companies, Inc. position peaked at $94 in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

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