SAM
PDCO

Smartleaf Asset Management’s Patterson Companies, Inc. PDCO Stock Holding History

Smartleaf Asset 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
-320
Closed -$9.99K – 3005
2025
Q1 		$9.99K Buy
320
+133
+71% +$4.13K ﹤0.01% 1930
2024
Q4 		$5.77K Buy
187
+45
+32% +$1.05K ﹤0.01% 2200
2024
Q3 		$3.15K Buy
142
+68
+92% +$1.61K ﹤0.01% 2316
2024
Q2 		$1.76K Buy
+74
New +$1.85K ﹤0.01% 2270

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

Smartleaf Asset Management's PDCO Position: Q2 2025 in Review

Smartleaf Asset Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 320 shares — an estimated $9.99K sold.

Smartleaf Asset Management first reported a position in PDCO in Q2 2024 and held it in 4 quarters. The position peaked at $9.99K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Smartleaf Asset Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 320 Patterson Companies, Inc. shares in Q2 2025, an estimated $9.99K.
  • Smartleaf Asset Management first reported a position in Patterson Companies, Inc. in Q2 2024 and held it in 4 quarters.
  • Smartleaf Asset Management's Patterson Companies, Inc. position peaked at $9.99K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.