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 Q2	$7K	Sell	78 -1	-1%	-$95	﹤0.01%	838
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bell Investment Advisors's PATK Position: Q2 2026 in Review

Bell Investment Advisors reduced its Patrick Industries (PATK) stake by 1.3% in Q2 2026, selling an estimated $95 and leaving 78 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Bell Investment Advisors first reported a position in PATK in Q3 2021 and has held it in 18 quarters since. The position peaked at $9.4K in Q3 2024. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Bell Investment Advisors held 78 shares of Patrick Industries worth $7K as of Q2 2026.
Bell Investment Advisors sold 1 Patrick Industries share in Q2 2026, an estimated $95.
Patrick Industries made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #838 holding.
Bell Investment Advisors first reported a position in Patrick Industries in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Patrick Industries position peaked at $9.4K in Q3 2024.
330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.