Wealth Enhancement Advisory Services
PDCO

Wealth Enhancement Advisory Services’s Patterson Companies, Inc. PDCO Stock Holding History

Wealth Enhancement Advisory Services’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
-10,084
Closed -$315K – 3513
2025
Q1 		$315K Buy
+10,084
New +$313K ﹤0.01% 2410
2024
Q1 		– Sell
-7,535
Closed -$214K – 2589
2023
Q4 		$214K Sell
7,535
-2,336
-24% -$68.8K ﹤0.01% 2047
2023
Q3 		$293K Buy
+9,871
New +$313K ﹤0.01% 1755

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

Wealth Enhancement Advisory Services's PDCO Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 10,084 shares — an estimated $315K sold.

Wealth Enhancement Advisory Services first reported a position in PDCO in Q3 2023 and held it in 3 quarters. The position peaked at $315K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,084 Patterson Companies, Inc. shares in Q2 2025, an estimated $315K.
  • Wealth Enhancement Advisory Services first reported a position in Patterson Companies, Inc. in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Patterson Companies, Inc. position peaked at $315K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.