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Bright Futures Wealth Management’s Patrick Industries PATK Stock Holding History

Bright Futures 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
2025
Q4 		– Sell
-4,414
Closed -$457K – 169
2025
Q3 		$457K Buy
+4,414
New +$464K 0.36% 83
2025
Q1 		$400K Sell
5,129
-642
-11% -$57.7K 0.44% 70
2024
Q4 		$545K Buy
5,771
+555
+11% +$49.5K 0.48% 59
2024
Q3 		$466K Buy
+5,216
New +$438K 0.23% 122

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bright Futures Wealth Management's PATK Position: Q4 2025 in Review

Bright Futures Wealth Management sold out of Patrick Industries (PATK) in Q4 2025, closing a stake of 4,414 shares — an estimated $457K sold.

Bright Futures Wealth Management first reported a position in PATK in Q3 2024 and held it in 4 quarters. The position peaked at $545K in Q4 2024. 334 funds tracked by Wall St. Rank hold PATK as of Q4 2025.

  • Bright Futures Wealth Management reported no remaining Patrick Industries position as of Q4 2025 after selling out during the quarter.
  • Bright Futures Wealth Management sold 4,414 Patrick Industries shares in Q4 2025, an estimated $457K.
  • Bright Futures Wealth Management first reported a position in Patrick Industries in Q3 2024 and held it in 4 quarters.
  • Bright Futures Wealth Management's Patrick Industries position peaked at $545K in Q4 2024.
  • 334 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2025.

Based on Bright Futures Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.