Pathstone Holdings
PDCO

Pathstone Holdings’s Patterson Companies, Inc. PDCO Stock Holding History

Pathstone Holdings’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
-15,449
Closed -$483K – 2359
2025
Q1 		$483K Buy
15,449
+5,030
+48% +$156K ﹤0.01% 1729
2024
Q4 		$322K Buy
+10,419
New +$242K ﹤0.01% 1927

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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

Pathstone Holdings's PDCO Position: Q2 2025 in Review

Pathstone Holdings sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 15,449 shares — an estimated $483K sold.

Pathstone Holdings first reported a position in PDCO in Q4 2024 and held it in 2 quarters. The position peaked at $483K in Q1 2025. 6 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Pathstone Holdings reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Pathstone Holdings sold 15,449 Patterson Companies, Inc. shares in Q2 2025, an estimated $483K.
  • Pathstone Holdings first reported a position in Patterson Companies, Inc. in Q4 2024 and held it in 2 quarters.
  • Pathstone Holdings's Patterson Companies, Inc. position peaked at $483K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Pathstone Holdings's 13F filing for Q2 2025, filed 12 Aug 2025.