CAG
PATK icon

Crestwood Advisors Group’s Patrick Industries PATK Stock Holding History

Crestwood Advisors 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
Q1 		$646K Sell
5,817
-4,557
-44% -$563K 0.01% 363
2025
Q4 		$1.12M Sell
10,374
-7,645
-42% -$802K 0.02% 265
2025
Q3 		$1.86M Sell
18,019
-1,226
-6% -$129K 0.03% 221
2025
Q2 		$1.78M Sell
19,245
-1,314
-6% -$112K 0.03% 221
2025
Q1 		$1.74M Buy
+20,559
New +$1.85M 0.03% 214

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crestwood Advisors Group's PATK Position: Q1 2026 in Review

Crestwood Advisors Group reduced its Patrick Industries (PATK) stake by 44% in Q1 2026, selling an estimated $563K and leaving 5,817 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #363.

Crestwood Advisors Group first reported a position in PATK in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.86M in Q3 2025. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

  • Crestwood Advisors Group held 5,817 shares of Patrick Industries worth $646K as of Q1 2026.
  • Crestwood Advisors Group sold 4,557 Patrick Industries shares in Q1 2026, an estimated $563K.
  • Patrick Industries made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #363 holding.
  • Crestwood Advisors Group first reported a position in Patrick Industries in Q1 2025 and has held it in 5 quarters since.
  • Crestwood Advisors Group's Patrick Industries position peaked at $1.86M in Q3 2025.
  • 342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.