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Congress Asset Management’s Patrick Industries PATK Stock Holding History

Congress Asset Management’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 		$13.7M Buy
202,196
+35,679
+21% +$2.9M 0.09% 192
2026
Q2 		$14.9M Buy
166,517
+13,561
+9% +$1.29M 0.09% 172
2026
Q1 		$17M Buy
152,956
+20,010
+15% +$2.47M 0.12% 164
2025
Q4 		$14.4M Buy
132,946
+3,181
+2% +$334K 0.1% 173
2025
Q3 		$13.4M Sell
129,765
-10,544
-8% -$1.11M 0.09% 174
2025
Q2 		$12.9M Sell
140,309
-5,210
-4% -$443K 0.09% 173
2025
Q1 		$12.3M Buy
145,519
+520
+0.4% +$46.7K 0.09% 177
2024
Q4 		$12M Buy
144,999
+9,753
+7% +$871K 0.08% 182
2024
Q3 		$12.8M Sell
135,246
-1,188
-0.9% -$99.7K 0.09% 174
2024
Q2 		$9.87M Sell
136,434
-4,505
-3% -$330K 0.07% 183
2024
Q1 		$11.2M Buy
140,939
+1,388
+1% +$99.6K 0.08% 173
2023
Q4 		$9.34M Sell
139,551
-3,314
-2% -$182K 0.07% 179
2023
Q3 		$7.15M Sell
142,865
-2,968
-2% -$160K 0.06% 186
2023
Q2 		$7.78M Buy
145,833
+1,522
+1% +$71.7K 0.07% 187
2023
Q1 		$6.62M Buy
144,311
+9,917
+7% +$460K 0.06% 190
2022
Q4 		$5.43M Buy
134,394
+1,348
+1% +$46.9K 0.05% 210
2022
Q3 		$3.89M Buy
133,046
+78,086
+142% +$2.84M 0.04% 219
2022
Q2 		$1.9M Sell
54,960
-3,113
-5% -$123K 0.02% 276
2022
Q1 		$2.33M Buy
58,073
+4,293
+8% +$198K 0.02% 272
2021
Q4 		$2.89M Buy
53,780
+15
+0% +$806 0.02% 255
2021
Q3 		$2.99M Buy
53,765
+1,277
+2% +$68.4K 0.02% 247
2021
Q2 		$2.55M Buy
52,488
+8,050
+18% +$461K 0.02% 255
2021
Q1 		$2.52M Buy
44,438
+4,898
+12% +$256K 0.02% 246
2020
Q4 		$1.8M Sell
39,540
-323
-0.8% -$13.7K 0.02% 244
2020
Q3 		$1.53M Sell
39,863
-2,302
-5% -$92.2K 0.02% 239
2020
Q2 		$1.72M Buy
+42,165
New +$1.28M 0.02% 238

Other funds holding PATK

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Congress Asset Management's PATK Position: Q3 2026 in Review

Congress Asset Management increased its Patrick Industries (PATK) stake by 21% in Q3 2026, buying an estimated $2.9M and bringing the position to 202,196 shares worth $13.7M. The position accounts for 0.09% of the portfolio, ranked #192.

Congress Asset Management first reported a position in PATK in Q2 2020 and has held it in 26 quarters since. The position peaked at $17M in Q1 2026. 10 funds tracked by Wall St. Rank hold PATK as of Q3 2026.

  • Congress Asset Management held 202,196 shares of Patrick Industries worth $13.7M as of Q3 2026.
  • Congress Asset Management bought 35,679 Patrick Industries shares in Q3 2026, an estimated $2.9M.
  • Patrick Industries made up 0.09% of Congress Asset Management's portfolio in Q3 2026, its #192 holding.
  • Congress Asset Management first reported a position in Patrick Industries in Q2 2020 and has held it in 26 quarters since.
  • Congress Asset Management's Patrick Industries position peaked at $17M in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.