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Beacon Investment Advisory Services’s Patrick Industries PATK Stock Holding History

Beacon Investment 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
2026
Q2 		$26.9K Hold
300
– – ﹤0.01% 503
2026
Q1 		$33.3K Buy
+300
New +$37.1K ﹤0.01% 489

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

Beacon Investment Advisory Services's PATK Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Patrick Industries (PATK) position steady in Q2 2026 at 300 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Beacon Investment Advisory Services first reported a position in PATK in Q1 2026 and has held it in 2 quarters since. The position peaked at $33.3K in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Beacon Investment Advisory Services held 300 shares of Patrick Industries worth $26.9K as of Q2 2026.
  • Beacon Investment Advisory Services left its Patrick Industries share count unchanged in Q2 2026.
  • Patrick Industries made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #503 holding.
  • Beacon Investment Advisory Services first reported a position in Patrick Industries in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Patrick Industries position peaked at $33.3K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.