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Clearstead Trust’s Patrick Industries PATK Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-21
Closed -$2.17K – 1373
2025
Q3 		$2.17K Hold
21
– – ﹤0.01% 966
2025
Q2 		$1.94K Buy
+21
New +$1.79K ﹤0.01% 966

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clearstead Trust's PATK Position: Q4 2025 in Review

Clearstead Trust sold out of Patrick Industries (PATK) in Q4 2025, closing a stake of 21 shares — an estimated $2.17K sold.

Clearstead Trust first reported a position in PATK in Q2 2025 and held it in 2 quarters. The position peaked at $2.17K in Q3 2025. 334 funds tracked by Wall St. Rank hold PATK as of Q4 2025.

  • Clearstead Trust reported no remaining Patrick Industries position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 21 Patrick Industries shares in Q4 2025, an estimated $2.17K.
  • Clearstead Trust first reported a position in Patrick Industries in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Patrick Industries position peaked at $2.17K in Q3 2025.
  • 334 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.