Cetera Investment Advisers
PATK icon

Cetera Investment Advisers’s Patrick Industries PATK Stock Holding History

Cetera Investment Advisers’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 		$864K Sell
7,776
-2,915
-27% -$360K ﹤0.01% 3029
2025
Q4 		$1.16M Sell
10,691
-235
-2% -$24.7K ﹤0.01% 2695
2025
Q3 		$1.13M Buy
10,926
+4,868
+80% +$512K ﹤0.01% 2671
2025
Q2 		$559K Buy
6,058
+2,381
+65% +$202K ﹤0.01% 2873
2025
Q1 		$311K Sell
3,677
-874
-19% -$78.5K ﹤0.01% 3238
2024
Q4 		$378K Sell
4,551
-1,197
-21% -$107K ﹤0.01% 2920
2024
Q3 		$546K Buy
5,748
+1,923
+50% +$161K ﹤0.01% 2585
2024
Q2 		$277K Buy
3,825
+87
+2% +$6.37K ﹤0.01% 3091
2024
Q1 		$298K Buy
+3,738
New +$268K ﹤0.01% 3045

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return