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Bell Investment Advisors’s Patrick Industries PATK Stock Holding History

Bell Investment 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 		$8.78K Hold
79
– – ﹤0.01% 728
2025
Q4 		$8.57K Buy
79
+7
+10% +$735 ﹤0.01% 747
2025
Q3 		$7.45K Hold
72
– – ﹤0.01% 750
2025
Q2 		$6.64K Hold
72
– – ﹤0.01% 850
2025
Q1 		$6.09K Hold
72
– – ﹤0.01% 823
2024
Q4 		$5.98K Sell
72
-27
-27% -$2.41K ﹤0.01% 848
2024
Q3 		$9.4K Buy
99
+6
+6% +$503 ﹤0.01% 650
2024
Q2 		$6.73K Sell
93
-8
-8% -$586 ﹤0.01% 779
2024
Q1 		$8.01K Buy
101
+23
+29% +$1.65K ﹤0.01% 679
2023
Q4 		$5.22K Sell
78
-11
-12% -$604 ﹤0.01% 859
2023
Q3 		$4.43K Buy
89
+50
+128% +$2.7K ﹤0.01% 874
2023
Q2 		$2.08K Sell
39
-15
-28% -$706 ﹤0.01% 1277
2023
Q1 		$2.48K Sell
54
-18
-25% -$835 ﹤0.01% 1139
2022
Q4 		$2.91K Buy
72
+58
+414% +$2.02K ﹤0.01% 1086
2022
Q3 		$0 Buy
+14
New +$509 ﹤0.01% 1891
2021
Q4 		$0 Hold
9
– – ﹤0.01% 1905
2021
Q3 		$0 Buy
+9
New +$482 ﹤0.01% 1801

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's PATK Position: Q1 2026 in Review

Bell Investment Advisors held its Patrick Industries (PATK) position steady in Q1 2026 at 79 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Bell Investment Advisors first reported a position in PATK in Q3 2021 and has held it in 17 quarters since. The position peaked at $9.4K in Q3 2024. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

  • Bell Investment Advisors held 79 shares of Patrick Industries worth $8.78K as of Q1 2026.
  • Bell Investment Advisors left its Patrick Industries share count unchanged in Q1 2026.
  • Patrick Industries made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #728 holding.
  • Bell Investment Advisors first reported a position in Patrick Industries in Q3 2021 and has held it in 17 quarters since.
  • Bell Investment Advisors's Patrick Industries position peaked at $9.4K in Q3 2024.
  • 342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.