BWL
PATK icon

Bogart Wealth LLC’s Patrick Industries PATK Stock Holding History

Bogart Wealth LLC’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 		$269 Hold
3
– – ﹤0.01% 1880
2026
Q1 		$333 Buy
+3
New +$371 ﹤0.01% 1662
2025
Q1 		– Sell
-20
Closed -$1.66K – 1489
2024
Q4 		$1.66K Buy
+20
New +$1.78K ﹤0.01% 1125

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's PATK Position: Q2 2026 in Review

Bogart Wealth LLC held its Patrick Industries (PATK) position steady in Q2 2026 at 3 shares worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Bogart Wealth LLC first reported a position in PATK in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.66K in Q4 2024. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Bogart Wealth LLC held 3 shares of Patrick Industries worth $269 as of Q2 2026.
  • Bogart Wealth LLC left its Patrick Industries share count unchanged in Q2 2026.
  • Patrick Industries made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1880 holding.
  • Bogart Wealth LLC first reported a position in Patrick Industries in Q4 2024 and has held it in 3 quarters since.
  • Bogart Wealth LLC's Patrick Industries position peaked at $1.66K in Q4 2024.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.