Action Point Financial Planning’s Patrick Industries PATK Stock Holding History

Action Point Financial Planning’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 Q2	$1.62K	Buy	+20	New	+$1.91K	﹤0.01%	2330

Other funds holding PATK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Action Point Financial Planning's PATK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Patrick Industries (PATK) in Q2 2026: 20 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #2330 among its holdings.

329 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Action Point Financial Planning held 20 shares of Patrick Industries worth $1.62K as of Q2 2026.
Patrick Industries was a new Action Point Financial Planning position in Q2 2026.
Patrick Industries made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2330 holding.
329 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.