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Basecamp Wealth Advisors’s Patrick Industries PATK Stock Holding History

Basecamp Wealth Advisors’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
Q1 		– Sell
-8
Closed -$867 – 2126
2025
Q4 		$867 Buy
+8
New +$839 ﹤0.01% 1527

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Basecamp Wealth Advisors's PATK Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Patrick Industries (PATK) in Q1 2026, closing a stake of 8 shares — an estimated $867 sold.

Basecamp Wealth Advisors first reported a position in PATK in Q4 2025 and held it in 1 quarter. The position peaked at $867 in Q4 2025. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

  • Basecamp Wealth Advisors reported no remaining Patrick Industries position as of Q1 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 8 Patrick Industries shares in Q1 2026, an estimated $867.
  • Basecamp Wealth Advisors first reported a position in Patrick Industries in Q4 2025 and held it in 1 quarter.
  • Basecamp Wealth Advisors's Patrick Industries position peaked at $867 in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.