Creative Planning
PATK icon

Creative Planning’s Patrick Industries PATK Stock Holding History

Creative Planning’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 		$931K Sell
10,372
-10,018
-49% -$957K ﹤0.01% 2698
2026
Q1 		$2.26M Buy
20,390
+6,742
+49% +$833K ﹤0.01% 1802
2025
Q4 		$1.48M Buy
13,648
+6,345
+87% +$666K ﹤0.01% 1966
2025
Q3 		$755K Buy
7,303
+3,458
+90% +$363K ﹤0.01% 2379
2025
Q2 		$355K Sell
3,845
-4,135
-52% -$352K ﹤0.01% 2757
2025
Q1 		$675K Buy
7,980
+4,152
+108% +$373K ﹤0.01% 2036
2024
Q4 		$318K Buy
3,828
+279
+8% +$24.9K ﹤0.01% 2613
2024
Q3 		$337K Buy
+3,549
New +$298K ﹤0.01% 2431
2023
Q4 		– Sell
-113
Closed -$5.63K – 2997
2023
Q3 		$5.63K Buy
+113
New +$6.11K ﹤0.01% 2702
2018
Q3 		– Sell
-6,216
Closed -$236K – 2150
2018
Q2 		$236K Sell
6,216
-38
-0.6% -$1.5K ﹤0.01% 1528
2018
Q1 		$258K Buy
+6,254
New +$270K ﹤0.01% 1440
2017
Q3 		– Sell
-171
Closed -$6K – 3159
2017
Q2 		$6K Buy
+171
New +$5.32K ﹤0.01% 3916
2017
Q1 		– Sell
-16
Closed -$1K – 4843
2016
Q4 		$1K Sell
16
-639
-98% -$18.9K ﹤0.01% 4471
2016
Q3 		$18K Buy
655
+14
+2% +$394 ﹤0.01% 3126
2016
Q2 		$17K Sell
641
-435
-40% -$9.72K ﹤0.01% 2915
2016
Q1 		$22K Buy
1,076
+959
+820% +$16.7K ﹤0.01% 2695
2015
Q4 		$2K Buy
+117
New +$2.17K ﹤0.01% 4052
2015
Q2 		– Sell
-932
Closed -$17K – 2428
2015
Q1 		$17K Buy
+932
New +$14.1K ﹤0.01% 2847
2013
Q4 		– Sell
-1,013
Closed -$9K – 3421
2013
Q3 		$9K Buy
+1,013
New +$7.69K ﹤0.01% 2505

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

Creative Planning's PATK Position: Q2 2026 in Review

Creative Planning reduced its Patrick Industries (PATK) stake by 49% in Q2 2026, selling an estimated $957K and leaving 10,372 shares worth $931K. The position accounts for ﹤0.01% of the portfolio, ranked #2698.

Creative Planning first reported a position in PATK in Q3 2013 and has held it in 19 quarters since. The position peaked at $2.26M in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Creative Planning held 10,372 shares of Patrick Industries worth $931K as of Q2 2026.
  • Creative Planning sold 10,018 Patrick Industries shares in Q2 2026, an estimated $957K.
  • Patrick Industries made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2698 holding.
  • Creative Planning first reported a position in Patrick Industries in Q3 2013 and has held it in 19 quarters since.
  • Creative Planning's Patrick Industries position peaked at $2.26M in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.