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Cape Investment Advisory’s Patrick Industries PATK Stock Holding History

Cape Investment Advisory’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 		$1.8K Buy
+20
New +$1.91K ﹤0.01% 1255
2026
Q1 		– Sell
-21
Closed -$2.28K – 894
2025
Q4 		$2.28K Hold
21
– – ﹤0.01% 1079
2025
Q3 		$2.17K Hold
21
– – ﹤0.01% 665
2025
Q2 		$1.94K Buy
+21
New +$1.79K ﹤0.01% 943

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

Cape Investment Advisory's PATK Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Patrick Industries (PATK) in Q2 2026: 20 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #1255 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PATK as recently as Q4 2025.

Cape Investment Advisory first reported a position in PATK in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.28K in Q4 2025. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Cape Investment Advisory held 20 shares of Patrick Industries worth $1.8K as of Q2 2026.
  • Patrick Industries was a new Cape Investment Advisory position in Q2 2026.
  • Patrick Industries made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1255 holding.
  • Cape Investment Advisory first reported a position in Patrick Industries in Q2 2025 and has held it in 4 quarters since.
  • Cape Investment Advisory's Patrick Industries position peaked at $2.28K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.