Patten & Patten Inc Sells in Q2 2025

Patten & Patten Inc

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-181
- 2.49%
$118.37 - $134.86 $21.4K - $24.4K
7.1K $943K
MUB
Ishares National Muni Bond ETF

ETFs
-295
- 10.21%
$102.31 - $105.8 $30.2K - $31.2K
2.6K $271K
MA
Mastercard Inc

Financial Services
-194
- 3.43%
$479.92 - $590.74 $93.1K - $115K
5.47K $3.07M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-200
- 7.86%
$121.58 - $136.74 $24.3K - $27.3K
2.34K $318K
VTI
Vanguard Total Stock Market Et

ETFs
-314
- 12.84%
$243.75 - $303.93 $76.5K - $95.4K
2.13K $647K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-3.17K
- 7.84%
$10.59 - $11.48 $33.5K - $36.4K
37.2K $427K
WM
Waste Management Inc

Industrials
-80
- 7.47%
$216.47 - $242.1 $17.3K - $19.4K
991 $226K
QCOM
Qualcomm Inc

Technology
-2.61K
- 3.74%
$124.66 - $159.48 $326K - $417K
67.3K $10.7M
UNM
Unum Group

Financial Services
-125
- 0.95%
$70.48 - $82.91 $8.81K - $10.4K
13.1K $1.06M
OTIS
Otis Worldwide Corp

Industrials
-20
- 0.57%
$90.88 - $104.3 $1.82K - $2.09K
3.51K $347K
ADP
Automatic Data Processing Inc

Industrials
-100
- 1.87%
$276.76 - $326.81 $27.7K - $32.7K
5.24K $1.62M
IWD
Ishares Russell 1000 Val ETF

ETFs
-99
- 7.94%
$166.82 - $194.23 $16.5K - $19.2K
1.15K $222K
SO
Southern CO

Utilities
-86
- 0.41%
$84.91 - $92.56 $7.3K - $7.96K
20.9K $1.92M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-100
- 4.43%
$85.42 - $94.39 $8.54K - $9.44K
2.16K $202K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-1.88K
- 11.81%
$90.58 - $109.05 $170K - $205K
14K $1.53M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-29
- 0.36%
$63.54 - $68.5 $1.84K - $1.99K
8.12K $547K
ITW
Illinois Tool Works Inc

Industrials
-18
- 2.17%
$218.41 - $252.43 $3.93K - $4.54K
812 $200K
IYR
Ishares Tr

ETFs
-2
- 0.09%
$84.48 - $96.25 $169 - $193
2.2K $208K
SPGI
S&P Global Inc.

Financial Services
-27
- 4.5%
$438.31 - $527.29 $11.8K - $14.2K
573 $302K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-210
- 4.53%
$54.27 - $63.01 $11.4K - $13.2K
4.43K $277K
DFAU
Dimensional ETF Tr

ETFs
-1.2K
- 9.25%
$34.04 - $42.36 $40.7K - $50.6K
11.7K $496K
Angel Oak Funds Trust
-14.4K
- 5.39%
N/A
254K $0
UYLD
Angel Oak Fds Tr Ultrashort In
-15
- 0.37%
N/A
4.03K $0
Smurfit Westrock PLC
-30.3K
- 3.09%
N/A
950K $0
J P Morgan Exchange Traded F
-19.2K
- 6.93%
N/A
258K $0
Linde PLC
-450
- 13.88%
N/A
2.79K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-400
- 15.05%
$82.96 - $110.1 $33.2K - $44K
2.26K $248K
IVE
Ishares S&P 500 Value ETF

ETFs
-22
- 1.85%
$168.34 - $195.42 $3.7K - $4.3K
1.17K $228K
RMD
Resmed Inc

Healthcare
-127
- 11.27%
$204.54 - $258.0 $26K - $32.8K
1K $258K
FNDA
Schwab Fundamental U S Small C

ETFs
-62
- 0.84%
$23.85 - $28.69 $1.48K - $1.78K
7.36K $210K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-59
- 1.97%
$90.56 - $109.49 $5.34K - $6.46K
2.93K $320K
FNDX
Schwab Fundamental U S Large C

ETFs
-325
- 1.8%
$20.84 - $24.54 $6.77K - $7.98K
17.7K $434K
BX
Blackstone Inc.

Financial Services
-100
- 3.73%
$120.07 - $151.11 $12K - $15.1K
2.58K $386K
KMI
Kinder Morgan, Inc.

Energy
-36
- 0.2%
$25.21 - $29.4 $908 - $1.06K
17.8K $523K
IYT
Ishares Tr U.S. Transportation

ETFs
-135
- 2.44%
$55.22 - $68.54 $7.45K - $9.25K
5.4K $370K
GD
General Dynamics Corp

Industrials
-59
- 2.84%
$247.68 - $291.66 $14.6K - $17.2K
2.02K $587K
NGVT
Ingevity Corp

Basic Materials
-14.6K
- 7.79%
$29.88 - $44.53 $436K - $649K
172K $7.43M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-253
- 1.79%
$17.76 - $22.1 $4.49K - $5.59K
13.9K $306K
IWM
Ishares Russell 2000 ETF

ETFs
-1.19K
- 6.77%
$174.82 - $215.79 $208K - $257K
16.4K $3.54M
WFC
Wells Fargo & Company

Financial Services
-287
- 3.88%
$60.98 - $80.12 $17.5K - $23K
7.11K $569K
XYL
Xylem Inc.

Industrials
-990
- 5.81%
$102.86 - $129.5 $102K - $128K
16.1K $2.08M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-872
- 2.78%
$87.19 - $111.51 $76K - $97.2K
30.5K $3.37M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-18
- 0.1%
$19.6 - $24.44 $353 - $440
18.4K $450K
DG
Dollar General Corp

Consumer Defensive
-282
- 9.91%
$86.02 - $114.95 $24.3K - $32.4K
2.56K $293K
CNI
Canadian National Railway CO

Industrials
-4.33K
- 5.64%
$92.66 - $108.13 $401K - $468K
72.5K $7.54M
EA
Electronic Arts Inc.

Communication Services
-150
- 2.57%
$132.53 - $159.7 $19.9K - $24K
5.7K $909K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-18.1K
- 11.58%
$57.41 - $74.81 $1.04M - $1.35M
138K $10.2M
IYC
Ishares U.S. Consumer Discreti

ETFs
-130
- 1.65%
$79.19 - $99.64 $10.3K - $13K
7.73K $770K
DE
Deere & CO

Industrials
-13
- 0.6%
$412.99 - $531.48 $5.37K - $6.91K
2.16K $1.1M
Activity Summary
Buys All Purchases 84 New Holdings 16 Increased Positions 68 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Patten & Patten Inc Portfolio

Follow Patten & Patten Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patten & Patten Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patten & Patten Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email