Patten & Patten Inc Sells in Q3 2025

Patten & Patten Inc

  • $1.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DLB
Dolby Laboratories, Inc.

Industrials
-750
- 6.56%
$70.09 - $76.79 $52.6K - $57.6K
10.7K $772K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.16K
- 8.48%
$72.01 - $74.44 $83.3K - $86.1K
12.5K $917K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.08K
- 20.19%
$28.92 - $32.19 $118K - $131K
16.1K $514K
EPD
Enterprise Products Partners L.P.

Energy
-2.34K
- 14.12%
$30.74 - $32.14 $71.9K - $75.2K
14.2K $444K
TGT
Target Corp

Consumer Defensive
-150
- 2.47%
$86.56 - $107.43 $13K - $16.1K
5.92K $531K
EXAS
Exact Sciences Corp

Healthcare
-2.07K
- 6.74%
$40.91 - $56.0 $84.7K - $116K
28.7K $1.57M
VDE
Vanguard Energy ETF

ETFs
-754
- 16.41%
$118.37 - $129.65 $89.3K - $97.8K
3.84K $483K
EA
Electronic Arts Inc.

Communication Services
-1.5K
- 26.33%
$147.79 - $202.05 $222K - $303K
4.2K $846K
KMB
Kimberly Clark Corp

Consumer Defensive
-45
- 0.41%
$121.72 - $136.77 $5.48K - $6.15K
11.1K $1.37M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-730
- 16.5%
$59.29 - $62.87 $43.3K - $45.9K
3.7K $221K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-126
- 1.55%
$60.9 - $70.75 $7.67K - $8.91K
7.99K $499K
DOCU
Docusign, Inc.

Technology
-205
- 4.59%
$67.14 - $85.01 $13.8K - $17.4K
4.26K $307K
AWK
American Water Works Company, Inc.

Utilities
-300
- 2.57%
$135.05 - $147.0 $40.5K - $44.1K
11.4K $1.58M
FNDX
Schwab Fundamental U S Large C

ETFs
-2.7K
- 15.24%
$24.38 - $26.34 $65.8K - $71.1K
15K $394K
CEG
Constellation Energy Corp

Utilities
-150
- 9.05%
$298.82 - $354.89 $44.8K - $53.2K
1.51K $496K
VIG
Vanguard Dividend Appreciation

ETFs
-205
- 4.33%
N/A
4.53K $825K
SLB
Schlumberger Limited

Energy
-1.16K
- 15.4%
$32.37 - $37.31 $37.5K - $43.3K
6.37K $219K
AMGN
Amgen Inc

Healthcare
-147
- 4.7%
$271.18 - $309.22 $39.9K - $45.5K
2.98K $840K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-362
- 1.79%
$95.22 - $96.21 $34.5K - $34.8K
19.9K $1.91M
EMR
Emerson Electric CO

Industrials
-50
- 0.49%
$128.6 - $149.63 $6.43K - $7.48K
10.1K $1.32M
ECL
Ecolab Inc.

Basic Materials
-229
- 2.81%
$259.39 - $285.47 $59.4K - $65.4K
7.91K $2.17M
GIS
General Mills Inc

Consumer Defensive
-223
- 2.32%
$48.44 - $53.83 $10.8K - $12K
9.41K $474K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.86K
- 5.58%
$26.38 - $27.95 $49.1K - $52K
31.5K $859K
BDX
Becton Dickinson & CO

Healthcare
-315
- 13.24%
$172.41 - $199.66 $54.3K - $62.9K
2.06K $386K
IVE
Ishares S&P 500 Value ETF

ETFs
-168
- 14.38%
$194.44 - $206.51 $32.7K - $34.7K
1K $206K
AXP
American Express CO

Financial Services
-266
- 5.28%
$294.27 - $342.31 $78.3K - $91.1K
4.77K $1.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.6K
- 11.53%
$21.69 - $23.34 $34.7K - $37.3K
12.3K $285K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-995
- 4.65%
$181.56 - $190.33 $181K - $189K
20.4K $3.87M
AOR
Ishares Tr Core Growth Allocat

ETFs
-434
- 10.84%
$60.99 - $64.39 $26.5K - $27.9K
3.57K $229K
BP
Bp PLC

Energy
-1.43K
- 19.06%
$30.25 - $35.69 $43.1K - $50.9K
6.05K $208K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-395
- 6.14%
$38.52 - $39.39 $15.2K - $15.6K
6.04K $236K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-213
- 3.24%
$97.75 - $100.75 $20.8K - $21.5K
6.37K $638K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-223
- 10.1%
$109.55 - $124.15 $24.4K - $27.7K
1.98K $232K
PFE
Pfizer Inc

Healthcare
-3.46K
- 5.4%
$23.29 - $25.88 $80.6K - $89.5K
60.6K $1.54M
VHT
Vanguard Health Care ETF

ETFs
-100
- 5.81%
$239.12 - $259.95 $23.9K - $26K
1.62K $421K
HOLX
Hologic Inc

Healthcare
-180
- 4.22%
$63.26 - $68.98 $11.4K - $12.4K
4.09K $275K
Angel Oak Funds Trust
-5.27K
- 2.08%
N/A
248K $0
Smurfit Westrock PLC
-3.85K
- 0.41%
N/A
946K $0
Linde PLC
-126
- 4.51%
N/A
2.67K $0
Ge Healthcare Technologies I
-156
- 1.45%
N/A
10.6K $0
Pimco ETF Tr
-1.4K
- 6.91%
N/A
18.9K $0
J P Morgan Exchange Traded F
-5.48K
- 2.13%
N/A
252K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.2K
- 6.51%
$24.46 - $26.5 $29.4K - $31.8K
17.2K $453K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-505
- 7.62%
$49.43 - $54.52 $25K - $27.5K
6.12K $331K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-35
- 0.26%
$22.45 - $23.2 $786 - $812
13.4K $309K
ALL
Allstate Corp

Financial Services
-47
- 3.93%
$192.0 - $214.65 $9.02K - $10.1K
1.15K $246K
NUE
Nucor Corp

Basic Materials
-10
- 0.5%
$133.3 - $150.33 $1.33K - $1.5K
2K $270K
HDV
Ishares Core High Dividend ETF

ETFs
-239
- 3.1%
$118.16 - $123.66 $28.2K - $29.6K
7.46K $913K
AFL
Aflac Inc

Financial Services
-69
- 1.99%
$98.09 - $111.7 $6.77K - $7.71K
3.4K $379K
Activity Summary
Buys All Purchases 122 New Holdings 30 Increased Positions 92 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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