Cornerstone Planning Group
PATK icon

Cornerstone Planning Group’s Patrick Industries PATK Stock Holding History

Cornerstone Planning Group’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 		– Sell
-206
Closed -$17.8K – 1229
2026
Q2 		$17.8K Buy
206
+17
+9% +$1.62K ﹤0.01% 707
2026
Q1 		$16.9K Buy
189
+12
+7% +$1.48K ﹤0.01% 723
2025
Q4 		$23K Sell
177
-123
-41% -$12.9K ﹤0.01% 551
2025
Q3 		$35.1K Buy
+300
New +$31.5K 0.01% 424
2025
Q2 		– Sell
-52
Closed -$4.05K – 1647
2025
Q1 		$4.05K Buy
52
+48
+1,200% +$4.31K ﹤0.01% 789
2024
Q4 		$390 Sell
4
-1
-20% -$89 ﹤0.01% 1208
2024
Q3 		$409 Buy
+5
New +$419 ﹤0.01% 1128

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
HighRoad Wealth Advisors
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
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Cornerstone Planning Group's PATK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Patrick Industries (PATK) in Q3 2026, closing a stake of 206 shares — an estimated $17.8K sold.

Cornerstone Planning Group first reported a position in PATK in Q3 2024 and held it in 7 quarters. The position peaked at $35.1K in Q3 2025. 31 funds tracked by Wall St. Rank hold PATK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Patrick Industries position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 206 Patrick Industries shares in Q3 2026, an estimated $17.8K.
  • Cornerstone Planning Group first reported a position in Patrick Industries in Q3 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Patrick Industries position peaked at $35.1K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.