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Clune & Associates’s Patrick Industries PATK Stock Holding History

Clune & Associates’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
Q3 		$403K Hold
5,945
– – 0.06% 120
2026
Q2 		$534K Hold
5,945
– – 0.08% 114
2026
Q1 		$660K Buy
5,945
+3,482
+141% +$430K 0.12% 104
2025
Q4 		$267K Hold
2,463
– – 0.06% 144
2025
Q3 		$255K Hold
2,463
– – 0.06% 139
2025
Q2 		$227K Sell
2,463
-170
-6% -$14.5K 0.06% 143
2025
Q1 		$223K Buy
+2,633
New +$237K 0.07% 133

Other funds holding PATK

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
HWA
HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Clune & Associates's PATK Position: Q3 2026 in Review

Clune & Associates held its Patrick Industries (PATK) position steady in Q3 2026 at 5,945 shares worth $403K. The position accounts for 0.06% of the portfolio, ranked #120.

Clune & Associates first reported a position in PATK in Q1 2025 and has held it in 7 quarters since. The position peaked at $660K in Q1 2026. 31 funds tracked by Wall St. Rank hold PATK as of Q3 2026.

  • Clune & Associates held 5,945 shares of Patrick Industries worth $403K as of Q3 2026.
  • Clune & Associates left its Patrick Industries share count unchanged in Q3 2026.
  • Patrick Industries made up 0.06% of Clune & Associates's portfolio in Q3 2026, its #120 holding.
  • Clune & Associates first reported a position in Patrick Industries in Q1 2025 and has held it in 7 quarters since.
  • Clune & Associates's Patrick Industries position peaked at $660K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.