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Continuum Advisory’s Patrick Industries PATK Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-14
Closed -$1.18K – 1219
2025
Q1 		$1.18K Buy
14
+1
+8% +$90 ﹤0.01% 1486
2024
Q4 		$1.08K Sell
13
-1
-7% -$89 ﹤0.01% 1600
2024
Q3 		$1.18K Buy
+14
New +$1.17K ﹤0.01% 1590

Other funds holding PATK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Continuum Advisory's PATK Position: Q2 2025 in Review

Continuum Advisory sold out of Patrick Industries (PATK) in Q2 2025, closing a stake of 14 shares — an estimated $1.18K sold.

Continuum Advisory first reported a position in PATK in Q3 2024 and held it in 3 quarters. The position peaked at $1.18K in Q1 2025. 316 funds tracked by Wall St. Rank hold PATK as of Q2 2025.

  • Continuum Advisory reported no remaining Patrick Industries position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 14 Patrick Industries shares in Q2 2025, an estimated $1.18K.
  • Continuum Advisory first reported a position in Patrick Industries in Q3 2024 and held it in 3 quarters.
  • Continuum Advisory's Patrick Industries position peaked at $1.18K in Q1 2025.
  • 316 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.