Cerity Partners
PATK icon

Cerity Partners’s Patrick Industries PATK Stock Holding History

Cerity Partners’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 		– Sell
-5,138
Closed -$571K – 3529
2026
Q1 		$571K Buy
5,138
+2,002
+64% +$247K ﹤0.01% 2202
2025
Q4 		$340K Sell
3,136
-2,063
-40% -$216K ﹤0.01% 2332
2025
Q3 		$538K Sell
5,199
-3,129
-38% -$329K ﹤0.01% 1925
2025
Q2 		$768K Sell
8,328
-297
-3% -$25.3K ﹤0.01% 1646
2025
Q1 		$729K Buy
+8,625
New +$775K ﹤0.01% 1572
2024
Q4 		– Sell
-2,177
Closed -$207K – 2549
2024
Q3 		$207K Buy
+2,177
New +$183K ﹤0.01% 2306

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Cerity Partners's PATK Position: Q2 2026 in Review

Cerity Partners sold out of Patrick Industries (PATK) in Q2 2026, closing a stake of 5,138 shares — an estimated $571K sold.

Cerity Partners first reported a position in PATK in Q3 2024 and held it in 6 quarters. The position peaked at $768K in Q2 2025. 308 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Cerity Partners reported no remaining Patrick Industries position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 5,138 Patrick Industries shares in Q2 2026, an estimated $571K.
  • Cerity Partners first reported a position in Patrick Industries in Q3 2024 and held it in 6 quarters.
  • Cerity Partners's Patrick Industries position peaked at $768K in Q2 2025.
  • 308 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.