RIL
PDCO

Rothschild Investment LLC’s Patterson Companies, Inc. PDCO Stock Holding History

Rothschild Investment LLC’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
-135
Closed -$4.22K – 3217
2025
Q1 		$4.22K Buy
135
+15
+13% +$466 ﹤0.01% 1522
2024
Q4 		$3.7K Buy
120
+80
+200% +$1.86K ﹤0.01% 1461
2024
Q3 		$874 Buy
40
+35
+700% +$827 ﹤0.01% 2264
2024
Q2 		$121 Hold
5
– – ﹤0.01% 2669
2024
Q1 		$138 Buy
+5
New +$142 ﹤0.01% 1979

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

Rothschild Investment LLC's PDCO Position: Q2 2025 in Review

Rothschild Investment LLC sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 135 shares — an estimated $4.22K sold.

Rothschild Investment LLC first reported a position in PDCO in Q1 2024 and held it in 5 quarters. The position peaked at $4.22K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Rothschild Investment LLC reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 135 Patterson Companies, Inc. shares in Q2 2025, an estimated $4.22K.
  • Rothschild Investment LLC first reported a position in Patterson Companies, Inc. in Q1 2024 and held it in 5 quarters.
  • Rothschild Investment LLC's Patterson Companies, Inc. position peaked at $4.22K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.