AAS
PATK icon

Avantax Advisory Services’s Patrick Industries PATK Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.1M Buy
11,889
+1,540
+15% +$131K 0.01% 1110
2025
Q1 		$875K Buy
10,349
+1,150
+13% +$103K 0.01% 1170
2024
Q4 		$764K Buy
9,199
+1,714
+23% +$153K ﹤0.01% 1185
2024
Q3 		$710K Buy
7,485
+631
+9% +$52.9K ﹤0.01% 1202
2024
Q2 		$496K Buy
6,854
+2,757
+67% +$202K ﹤0.01% 1364
2024
Q1 		$326K Buy
+4,097
New +$294K ﹤0.01% 1254

Other funds holding PATK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avantax Advisory Services's PATK Position: Q2 2025 in Review

Avantax Advisory Services increased its Patrick Industries (PATK) stake by 15% in Q2 2025, buying an estimated $131K and bringing the position to 11,889 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1110.

Avantax Advisory Services first reported a position in PATK in Q1 2024 and has held it in 6 quarters since. 316 funds tracked by Wall St. Rank hold PATK as of Q2 2025.

  • Avantax Advisory Services held 11,889 shares of Patrick Industries worth $1.1M as of Q2 2025.
  • Avantax Advisory Services bought 1,540 Patrick Industries shares in Q2 2025, an estimated $131K.
  • Patrick Industries made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1110 holding.
  • Avantax Advisory Services first reported a position in Patrick Industries in Q1 2024 and has held it in 6 quarters since.
  • 316 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.