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Advisory Research’s Patrick Industries PATK Stock Holding History

Advisory Research’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 		$736K Buy
8,195
+76
+0.9% +$7.26K 0.07% 122
2026
Q1 		$902K Buy
8,119
+315
+4% +$38.9K 0.11% 117
2025
Q4 		$846K Buy
7,804
+396
+5% +$41.6K 0.11% 118
2025
Q3 		$766K Buy
7,408
+277
+4% +$29.1K 0.1% 120
2025
Q2 		$658K Buy
7,131
+498
+8% +$42.3K 0.1% 118
2025
Q1 		$561K Buy
6,633
+19
+0.3% +$1.71K 0.1% 123
2024
Q4 		$549K Buy
6,614
+32
+0.5% +$2.86K 0.09% 131
2024
Q3 		$625K Sell
6,582
-204
-3% -$17.1K 0.11% 129
2024
Q2 		$491K Buy
6,786
+433
+7% +$31.7K 0.09% 135
2024
Q1 		$506K Sell
6,353
-76
-1% -$5.45K 0.1% 129
2023
Q4 		$430K Sell
6,429
-350
-5% -$19.2K 0.07% 259
2023
Q3 		$339K Sell
6,779
-265
-4% -$14.3K 0.05% 348
2023
Q2 		$376K Buy
7,044
+292
+4% +$13.8K 0.05% 345
2023
Q1 		$310K Sell
6,752
-231
-3% -$10.7K 0.05% 287
2022
Q4 		$282K Buy
+6,983
New +$243K 0.03% 306
2016
Q4 		– Sell
-13,559
Closed -$373K – 371
2016
Q3 		$373K Buy
+13,559
New +$382K 0.01% 226
2015
Q4 		– Sell
-21,375
Closed -$375K – 291
2015
Q3 		$375K Buy
+21,375
New +$377K 0.01% 273

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Advisory Research's PATK Position: Q2 2026 in Review

Advisory Research increased its Patrick Industries (PATK) stake by 0.94% in Q2 2026, buying an estimated $7.26K and bringing the position to 8,195 shares worth $736K. The position accounts for 0.07% of the portfolio, ranked #122.

Advisory Research first reported a position in PATK in Q3 2015 and has held it in 17 quarters since. The position peaked at $902K in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Advisory Research held 8,195 shares of Patrick Industries worth $736K as of Q2 2026.
  • Advisory Research bought 76 Patrick Industries shares in Q2 2026, an estimated $7.26K.
  • Patrick Industries made up 0.07% of Advisory Research's portfolio in Q2 2026, its #122 holding.
  • Advisory Research first reported a position in Patrick Industries in Q3 2015 and has held it in 17 quarters since.
  • Advisory Research's Patrick Industries position peaked at $902K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.