SIS
PDCO

Sound Income Strategies’s Patterson Companies, Inc. PDCO Stock Holding History

Sound Income Strategies’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
-19,318
Closed -$603K – 1727
2025
Q1 		$603K Sell
19,318
-2,982
-13% -$92.6K 0.04% 174
2024
Q4 		$688K Sell
22,300
-596,135
-96% -$13.9M 0.04% 154
2024
Q3 		$13.5M Sell
618,435
-49,438
-7% -$1.17M 0.87% 41
2024
Q2 		$16.1M Buy
667,873
+48,344
+8% +$1.21M 1.01% 28
2024
Q1 		$17.1M Buy
619,529
+58,084
+10% +$1.65M 1.28% 22
2023
Q4 		$16M Buy
561,445
+101,860
+22% +$3M 1.33% 21
2023
Q3 		$13.6M Buy
459,585
+36,050
+9% +$1.14M 1.15% 25
2023
Q2 		$14.1M Buy
423,535
+32,211
+8% +$888K 1.45% 19
2023
Q1 		$10.5M Buy
391,324
+52,940
+16% +$1.49M 1.14% 24
2022
Q4 		$9.48M Buy
338,384
+38,398
+13% +$1.06M 1.21% 22
2022
Q3 		$7.21M Buy
299,986
+166,693
+125% +$4.77M 1.05% 28
2022
Q2 		$4.04M Buy
133,293
+16,559
+14% +$519K 0.54% 48
2022
Q1 		$3.78M Buy
116,734
+28,371
+32% +$843K 0.43% 54
2021
Q4 		$2.59M Buy
88,363
+87,039
+6,574% +$2.73M 0.31% 65
2021
Q3 		$40K Hold
1,324
– – 0.01% 251
2021
Q2 		$40K Hold
1,324
– – 0.01% 250
2021
Q1 		$42.3K Hold
1,324
– – 0.01% 240
2020
Q4 		$39K Hold
1,324
– – 0.01% 235
2020
Q3 		$32K Hold
1,324
– – 0.01% 227
2020
Q2 		$29K Hold
1,324
– – 0.01% 221
2020
Q1 		$20K Buy
+1,324
New +$28.6K 0.01% 256

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

Sound Income Strategies's PDCO Position: Q2 2025 in Review

Sound Income Strategies sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 19,318 shares — an estimated $603K sold.

Sound Income Strategies first reported a position in PDCO in Q1 2020 and held it in 21 quarters. The position peaked at $17.1M in Q1 2024. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Sound Income Strategies reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 19,318 Patterson Companies, Inc. shares in Q2 2025, an estimated $603K.
  • Sound Income Strategies first reported a position in Patterson Companies, Inc. in Q1 2020 and held it in 21 quarters.
  • Sound Income Strategies's Patterson Companies, Inc. position peaked at $17.1M in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.