CBIZ Investment Advisory Services’s Patrick Industries PATK Stock Holding History

CBIZ Investment Advisory Services’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	–	Sell	-270	Closed	-$29.3K	–	653
2025 Q4	$29.3K	Sell	270 -1	-0.4%	-$105	﹤0.01%	207
2025 Q3	$28K	Sell	271 -1	-0.4%	-$105	﹤0.01%	200
2025 Q2	$25.1K	Buy	272 +54	+25%	+$4.59K	﹤0.01%	226
2025 Q1	$18.4K	Buy	218 +16	+8%	+$1.44K	﹤0.01%	246
2024 Q4	$16.8K	Buy	202 +164	+432%	+$14.6K	﹤0.01%	237
2024 Q3	$3.57K	Buy	+38	New	+$3.19K	﹤0.01%	314

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

CBIZ Investment Advisory Services's PATK Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Patrick Industries (PATK) in Q1 2026, closing a stake of 270 shares — an estimated $29.3K sold.

CBIZ Investment Advisory Services first reported a position in PATK in Q3 2024 and held it in 6 quarters. The position peaked at $29.3K in Q4 2025. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining Patrick Industries position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 270 Patrick Industries shares in Q1 2026, an estimated $29.3K.
CBIZ Investment Advisory Services first reported a position in Patrick Industries in Q3 2024 and held it in 6 quarters.
CBIZ Investment Advisory Services's Patrick Industries position peaked at $29.3K in Q4 2025.
342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.