Carson Wealth (CWM LLC)
PATK icon

Carson Wealth (CWM LLC)’s Patrick Industries PATK Stock Holding History

Carson Wealth (CWM 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
Q1 		$15K Buy
135
+30
+29% +$3.71K ﹤0.01% 4587
2025
Q4 		$11K Sell
105
-22
-17% -$2.31K ﹤0.01% 4507
2025
Q3 		$13K Buy
127
+13
+11% +$1.37K ﹤0.01% 4360
2025
Q2 		$11K Sell
114
-96
-46% -$8.16K ﹤0.01% 4256
2025
Q1 		$18K Buy
210
+81
+63% +$7.28K ﹤0.01% 3761
2024
Q4 		$11K Buy
129
+61
+90% +$5.45K ﹤0.01% 3821
2024
Q3 		$6K Buy
68
+32
+89% +$2.68K ﹤0.01% 4028
2024
Q2 		$3K Buy
36
+7
+24% +$512 ﹤0.01% 4109
2024
Q1 		$2K Buy
29
+5
+21% +$359 ﹤0.01% 4018
2023
Q4 		$2K Sell
24
-150
-86% -$8.23K ﹤0.01% 3829
2023
Q3 		$9K Sell
174
-3
-2% -$162 ﹤0.01% 3200
2023
Q2 		$9K Sell
177
-179
-50% -$8.43K ﹤0.01% 3150
2023
Q1 		$16K Buy
356
+218
+158% +$10.1K ﹤0.01% 2660
2022
Q4 		$6K Buy
138
+19
+16% +$661 ﹤0.01% 3096
2022
Q3 		$3K Buy
119
+98
+467% +$3.56K ﹤0.01% 3344
2022
Q2 		$1K Sell
21
-204
-91% -$8.07K ﹤0.01% 3598
2022
Q1 		$9K Hold
225
– – ﹤0.01% 2555
2021
Q4 		$12K Buy
+225
New +$12.1K ﹤0.01% 2255

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PATK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Patrick Industries (PATK) stake by 29% in Q1 2026, buying an estimated $3.71K and bringing the position to 135 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4587.

Carson Wealth (CWM LLC) first reported a position in PATK in Q4 2021 and has held it in 18 quarters since. The position peaked at $18K in Q1 2025. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 135 shares of Patrick Industries worth $15K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 30 Patrick Industries shares in Q1 2026, an estimated $3.71K.
  • Patrick Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4587 holding.
  • Carson Wealth (CWM LLC) first reported a position in Patrick Industries in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Patrick Industries position peaked at $18K in Q1 2025.
  • 342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.