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Clearstead Advisors’s Patrick Industries PATK Stock Holding History

Clearstead Advisors’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 		$243K Hold
2,190
– – ﹤0.01% 936
2025
Q4 		$237K Hold
2,190
– – ﹤0.01% 893
2025
Q3 		$227K Sell
2,190
-122
-5% -$12.8K ﹤0.01% 851
2025
Q2 		$213K Sell
2,312
-83
-3% -$7.06K ﹤0.01% 876
2025
Q1 		$203K Buy
2,395
+84
+4% +$7.55K ﹤0.01% 836
2024
Q4 		$192K Sell
2,311
-1
-0% -$89 ﹤0.01% 874
2024
Q3 		$219K Buy
2,312
+122
+6% +$10.2K ﹤0.01% 828
2024
Q2 		$158K Hold
2,190
– – ﹤0.01% 888
2024
Q1 		$165K Hold
2,190
– – 0.01% 500
2023
Q4 		$147K Sell
2,190
-2,190
-50% -$120K 0.01% 509
2023
Q3 		$219K Buy
4,380
+2,190
+100% +$118K 0.01% 555
2023
Q2 		$117K Hold
2,190
– – 0.01% 540
2023
Q1 		$100K Hold
2,190
– – 0.01% 507
2022
Q4 		$88.5K Hold
2,190
– – 0.01% 524
2022
Q3 		$64K Sell
2,190
-5,250
-71% -$191K 0.01% 564
2022
Q2 		$257K Hold
7,440
– – 0.02% 341
2022
Q1 		$299K Buy
7,440
+1,177
+19% +$54.3K 0.02% 349
2021
Q4 		$337K Sell
6,263
-418
-6% -$22.4K 0.02% 313
2021
Q3 		$371K Buy
6,681
+5,668
+560% +$304K 0.03% 279
2021
Q2 		$49K Hold
1,013
– – ﹤0.01% 560
2021
Q1 		$57K Hold
1,013
– – ﹤0.01% 528
2020
Q4 		$46K Hold
1,013
– – ﹤0.01% 520
2020
Q3 		$39K Hold
1,013
– – ﹤0.01% 501
2020
Q2 		$41K Buy
+1,013
New +$30.7K ﹤0.01% 457

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

Clearstead Advisors's PATK Position: Q1 2026 in Review

Clearstead Advisors held its Patrick Industries (PATK) position steady in Q1 2026 at 2,190 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Clearstead Advisors first reported a position in PATK in Q2 2020 and has held it in 24 quarters since. The position peaked at $371K in Q3 2021. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

  • Clearstead Advisors held 2,190 shares of Patrick Industries worth $243K as of Q1 2026.
  • Clearstead Advisors left its Patrick Industries share count unchanged in Q1 2026.
  • Patrick Industries made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #936 holding.
  • Clearstead Advisors first reported a position in Patrick Industries in Q2 2020 and has held it in 24 quarters since.
  • Clearstead Advisors's Patrick Industries position peaked at $371K in Q3 2021.
  • 342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.