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Bay Harbor Wealth Management’s Patrick Industries PATK Stock Holding History

Bay Harbor Wealth Management’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 		$539 Hold
6
– – ﹤0.01% 1047
2026
Q1 		$666 Buy
6
+1
+20% +$124 ﹤0.01% 908
2025
Q4 		$542 Buy
5
+1
+25% +$105 ﹤0.01% 830
2025
Q3 		$413 Buy
4
+2
+100% +$210 ﹤0.01% 794
2025
Q2 		$184 Buy
2
+1
+100% +$85 ﹤0.01% 947
2025
Q1 		$84 Buy
+1
New +$90 ﹤0.01% 911

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

Bay Harbor Wealth Management's PATK Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Patrick Industries (PATK) position steady in Q2 2026 at 6 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Bay Harbor Wealth Management first reported a position in PATK in Q1 2025 and has held it in 6 quarters since. The position peaked at $666 in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Bay Harbor Wealth Management held 6 shares of Patrick Industries worth $539 as of Q2 2026.
  • Bay Harbor Wealth Management left its Patrick Industries share count unchanged in Q2 2026.
  • Patrick Industries made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1047 holding.
  • Bay Harbor Wealth Management first reported a position in Patrick Industries in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Patrick Industries position peaked at $666 in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.