VWM
PDCO

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

Valley Wealth Managers’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
-202
Closed -$6.31K – 390
2025
Q1 		$6.31K Hold
202
– – ﹤0.01% 289
2024
Q4 		$6.23K Hold
202
– – ﹤0.01% 308
2024
Q3 		$4.41K Buy
+202
New +$4.77K ﹤0.01% 322

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

Valley Wealth Managers's PDCO Position: Q2 2025 in Review

Valley Wealth Managers sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 202 shares — an estimated $6.31K sold.

Valley Wealth Managers first reported a position in PDCO in Q3 2024 and held it in 3 quarters. The position peaked at $6.31K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Valley Wealth Managers reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 202 Patterson Companies, Inc. shares in Q2 2025, an estimated $6.31K.
  • Valley Wealth Managers first reported a position in Patterson Companies, Inc. in Q3 2024 and held it in 3 quarters.
  • Valley Wealth Managers's Patterson Companies, Inc. position peaked at $6.31K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.