SGCA
PDCO

Steel Grove Capital Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

Steel Grove Capital Advisors’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
-58,917
Closed -$1.84M – 194
2025
Q1 		$1.84M Buy
58,917
+42,309
+255% +$1.31M 0.28% 50
2024
Q4 		$513K Sell
16,608
-51,730
-76% -$1.2M 0.07% 114
2024
Q3 		$1.51M Sell
68,338
-1,389
-2% -$32.8K 0.21% 73
2024
Q2 		$1.68M Buy
+69,727
New +$1.75M 0.23% 59

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

Steel Grove Capital Advisors's PDCO Position: Q2 2025 in Review

Steel Grove Capital Advisors sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 58,917 shares — an estimated $1.84M sold.

Steel Grove Capital Advisors first reported a position in PDCO in Q2 2024 and held it in 4 quarters. The position peaked at $1.84M in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Steel Grove Capital Advisors reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 58,917 Patterson Companies, Inc. shares in Q2 2025, an estimated $1.84M.
  • Steel Grove Capital Advisors first reported a position in Patterson Companies, Inc. in Q2 2024 and held it in 4 quarters.
  • Steel Grove Capital Advisors's Patterson Companies, Inc. position peaked at $1.84M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.