Superior Planning, LLC’s Patrick Industries PATK Stock Holding History

Superior Planning, LLC’s Portfolio PATK Stock Details PATK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$678	Buy	+10	New	+$814	﹤0.01%	1838

Other funds holding PATK

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's PATK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Patrick Industries (PATK) in Q3 2026: 10 shares worth $678. The stake represents ﹤0.01% of the portfolio and ranks #1838 among its holdings.

192 funds tracked by Wall St. Rank hold PATK as of Q3 2026.

Superior Planning, LLC held 10 shares of Patrick Industries worth $678 as of Q3 2026.
Patrick Industries was a new Superior Planning, LLC position in Q3 2026.
Patrick Industries made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1838 holding.
192 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.