TW
PDCO

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

TritonPoint Wealth’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
-8,551
Closed -$267K – 360
2025
Q1 		$267K Hold
8,551
– – 0.03% 295
2024
Q4 		$264K Buy
+8,551
New +$199K 0.02% 291
2024
Q3 		– Sell
-8,551
Closed -$206K – 343
2024
Q2 		$206K Sell
8,551
-200
-2% -$5.01K 0.02% 311
2024
Q1 		$249K Hold
8,751
– – 0.03% 290
2023
Q4 		$249K Buy
+8,751
New +$258K 0.02% 301

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

TritonPoint Wealth's PDCO Position: Q2 2025 in Review

TritonPoint Wealth sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 8,551 shares — an estimated $267K sold.

TritonPoint Wealth first reported a position in PDCO in Q4 2023 and held it in 5 quarters. The position peaked at $267K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • TritonPoint Wealth reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 8,551 Patterson Companies, Inc. shares in Q2 2025, an estimated $267K.
  • TritonPoint Wealth first reported a position in Patterson Companies, Inc. in Q4 2023 and held it in 5 quarters.
  • TritonPoint Wealth's Patterson Companies, Inc. position peaked at $267K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on TritonPoint Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.