Corient Private Wealth
PATK icon

Corient Private Wealth’s Patrick Industries PATK Stock Holding History

Corient Private Wealth’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
Q2 		$326K Buy
3,633
+367
+11% +$35K ﹤0.01% 2494
2026
Q1 		$363K Sell
3,266
-42
-1% -$5.19K ﹤0.01% 2219
2025
Q4 		$359K Buy
3,308
+485
+17% +$50.9K ﹤0.01% 2050
2025
Q3 		$292K Buy
2,823
+19
+0.7% +$2K ﹤0.01% 2133
2025
Q2 		$259K Sell
2,804
-39
-1% -$3.32K ﹤0.01% 2082
2025
Q1 		$240K Buy
2,843
+337
+13% +$30.3K ﹤0.01% 1967
2024
Q4 		$208K Sell
2,506
-262
-9% -$23.4K ﹤0.01% 2094
2024
Q3 		$263K Buy
+2,768
New +$232K ﹤0.01% 2073

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Corient Private Wealth's PATK Position: Q2 2026 in Review

Corient Private Wealth increased its Patrick Industries (PATK) stake by 11% in Q2 2026, buying an estimated $35K and bringing the position to 3,633 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Corient Private Wealth first reported a position in PATK in Q3 2024 and has held it in 8 quarters since. The position peaked at $363K in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Corient Private Wealth held 3,633 shares of Patrick Industries worth $326K as of Q2 2026.
  • Corient Private Wealth bought 367 Patrick Industries shares in Q2 2026, an estimated $35K.
  • Patrick Industries made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2494 holding.
  • Corient Private Wealth first reported a position in Patrick Industries in Q3 2024 and has held it in 8 quarters since.
  • Corient Private Wealth's Patrick Industries position peaked at $363K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.