VFA
PDCO

Values First Advisors’s Patterson Companies, Inc. PDCO Stock Holding History

Values First 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
-12,006
Closed -$375K – 196
2025
Q1 		$375K Buy
12,006
+45
+0.4% +$1.4K 0.22% 123
2024
Q4 		$369K Buy
11,961
+337
+3% +$7.83K 0.2% 117
2024
Q3 		$254K Sell
11,624
-230
-2% -$5.43K 0.14% 134
2024
Q2 		$286K Buy
11,854
+85
+0.7% +$2.13K 0.17% 129
2024
Q1 		$325K Buy
11,769
+829
+8% +$23.6K 0.19% 127
2023
Q4 		$311K Buy
10,940
+677
+7% +$19.9K 0.19% 126
2023
Q3 		$304K Buy
10,263
+9
+0.1% +$286 0.2% 123
2023
Q2 		$341K Buy
10,254
+317
+3% +$8.74K 0.21% 120
2023
Q1 		$266K Buy
9,937
+288
+3% +$8.1K 0.17% 125
2022
Q4 		$270K Buy
9,649
+146
+2% +$4.03K 0.19% 122
2022
Q3 		$228K Buy
9,503
+381
+4% +$10.9K 0.16% 127
2022
Q2 		$276K Sell
9,122
-393
-4% -$12.3K 0.2% 119
2022
Q1 		$308K Buy
9,515
+1,451
+18% +$43.1K 0.19% 128
2021
Q4 		$237K Buy
+8,064
New +$252K 0.14% 146

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

Values First Advisors's PDCO Position: Q2 2025 in Review

Values First Advisors sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 12,006 shares — an estimated $375K sold.

Values First Advisors first reported a position in PDCO in Q4 2021 and held it in 14 quarters. The position peaked at $375K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Values First Advisors reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Values First Advisors sold 12,006 Patterson Companies, Inc. shares in Q2 2025, an estimated $375K.
  • Values First Advisors first reported a position in Patterson Companies, Inc. in Q4 2021 and held it in 14 quarters.
  • Values First Advisors's Patterson Companies, Inc. position peaked at $375K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Values First Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.