SWM
PDCO

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

Spire Wealth 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
-2,730
Closed -$85.3K – 2609
2025
Q1 		$85.3K Sell
2,730
-1,430
-34% -$44.4K ﹤0.01% 1097
2024
Q4 		$128K Buy
4,160
+419
+11% +$9.74K ﹤0.01% 953
2024
Q3 		$81.7K Buy
3,741
+1
+0% +$24 ﹤0.01% 975
2024
Q2 		$90.2K Buy
3,740
+2,465
+193% +$61.7K ﹤0.01% 925
2024
Q1 		$35.3K Buy
+1,275
New +$36.3K ﹤0.01% 1329
2023
Q3 		– Sell
-100,567
Closed -$3.34M – 2479
2023
Q2 		$3.34M Buy
100,567
+915
+0.9% +$25.2K 0.12% 166
2023
Q1 		$2.67M Buy
99,652
+99,307
+28,785% +$2.79M 0.1% 191
2022
Q4 		$10K Buy
+345
New +$9.52K ﹤0.01% 1634

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 $493M AUM 17.89% 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

Spire Wealth Management's PDCO Position: Q2 2025 in Review

Spire Wealth Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 2,730 shares — an estimated $85.3K sold.

Spire Wealth Management first reported a position in PDCO in Q4 2022 and held it in 8 quarters. The position peaked at $3.34M in Q2 2023. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Spire Wealth Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 2,730 Patterson Companies, Inc. shares in Q2 2025, an estimated $85.3K.
  • Spire Wealth Management first reported a position in Patterson Companies, Inc. in Q4 2022 and held it in 8 quarters.
  • Spire Wealth Management's Patterson Companies, Inc. position peaked at $3.34M in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.