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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cornerstone Planning Group's PATK Position: Q2 2026 in Review

Cornerstone Planning Group increased its Patrick Industries (PATK) stake by 9% in Q2 2026, buying an estimated $1.62K and bringing the position to 206 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Cornerstone Planning Group first reported a position in PATK in Q3 2024 and has held it in 7 quarters since. The position peaked at $35.1K in Q3 2025. 331 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Cornerstone Planning Group held 206 shares of Patrick Industries worth $17.8K as of Q2 2026.
Cornerstone Planning Group bought 17 Patrick Industries shares in Q2 2026, an estimated $1.62K.
Patrick Industries made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #707 holding.
Cornerstone Planning Group first reported a position in Patrick Industries in Q3 2024 and has held it in 7 quarters since.
Cornerstone Planning Group's Patrick Industries position peaked at $35.1K in Q3 2025.
331 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.