PWMG
PDCO

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

Private Wealth Management Group’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
-188
Closed -$5.87K – 1621
2025
Q1 		$5.87K Hold
188
– – ﹤0.01% 656
2024
Q4 		$5.8K Buy
188
+170
+944% +$3.95K ﹤0.01% 682
2024
Q3 		$394 Sell
18
-181
-91% -$4.28K ﹤0.01% 1447
2024
Q2 		$4.8K Sell
199
-10
-5% -$250 ﹤0.01% 719
2024
Q1 		$5.78K Hold
209
– – ﹤0.01% 579
2023
Q4 		$5.95K Buy
+209
New +$6.15K ﹤0.01% 570

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

Private Wealth Management Group's PDCO Position: Q2 2025 in Review

Private Wealth Management Group sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 188 shares — an estimated $5.87K sold.

Private Wealth Management Group first reported a position in PDCO in Q4 2023 and held it in 6 quarters. The position peaked at $5.95K in Q4 2023. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Private Wealth Management Group reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 188 Patterson Companies, Inc. shares in Q2 2025, an estimated $5.87K.
  • Private Wealth Management Group first reported a position in Patterson Companies, Inc. in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's Patterson Companies, Inc. position peaked at $5.95K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.