PIM
PDCO

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

Profit 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
-101,685
Closed -$3.18M – 77
2025
Q1 		$3.18M Hold
101,685
– – 2.95% 4
2024
Q4 		$3.14M Buy
101,685
+7,338
+8% +$171K 2.52% 6
2024
Q3 		$2.06M Sell
94,347
-50,403
-35% -$1.19M 1.62% 26
2024
Q2 		$3.49M Sell
144,750
-9,724
-6% -$243K 2.19% 17
2024
Q1 		$4.27M Hold
154,474
– – 2.41% 14
2023
Q4 		$4.39M Buy
154,474
+9,819
+7% +$289K 2.52% 15
2023
Q3 		$4.29M Hold
144,655
– – 3.03% 8
2023
Q2 		$4.81M Hold
144,655
– – 3.13% 8
2023
Q1 		$3.87M Hold
144,655
– – 2.56% 13
2022
Q4 		$4.05M Hold
144,655
– – 2.85% 10
2022
Q3 		$3.48M Hold
144,655
– – 2.66% 14
2022
Q2 		$4.38M Buy
144,655
+2,969
+2% +$93K 3.22% 8
2022
Q1 		$4.58M Buy
141,686
+21,942
+18% +$652K 2.83% 9
2021
Q4 		$3.51M Buy
119,744
+94,692
+378% +$2.96M 2.21% 18
2021
Q3 		$755K Sell
25,052
-56,667
-69% -$1.72M 0.53% 43
2021
Q2 		$2.48M Hold
81,719
– – 1.31% 30
2021
Q1 		$2.61M Buy
81,719
+8,849
+12% +$283K 1.49% 27
2020
Q4 		$2.16M Hold
72,870
– – 1.38% 30
2020
Q3 		$1.76M Buy
72,870
+5,409
+8% +$138K 1.09% 38
2020
Q2 		$1.48M Buy
+67,461
New +$1.18M 1.04% 42

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 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 $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

Profit Investment Management's PDCO Position: Q2 2025 in Review

Profit Investment Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 101,685 shares — an estimated $3.18M sold.

Profit Investment Management first reported a position in PDCO in Q2 2020 and held it in 20 quarters. The position peaked at $4.81M in Q2 2023. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Profit Investment Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Profit Investment Management sold 101,685 Patterson Companies, Inc. shares in Q2 2025, an estimated $3.18M.
  • Profit Investment Management first reported a position in Patterson Companies, Inc. in Q2 2020 and held it in 20 quarters.
  • Profit Investment Management's Patterson Companies, Inc. position peaked at $4.81M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Profit Investment Management's 13F filing for Q2 2025, filed 11 Jul 2025.