DiNuzzo Private Wealth’s Patrick Industries PATK Stock Holding History

DiNuzzo 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	$539	Hold	6	–	–	﹤0.01%	1083
2026 Q1	$667	Hold	6	–	–	﹤0.01%	998
2025 Q4	$651	Hold	6	–	–	﹤0.01%	1009
2025 Q3	$672	Hold	6	–	–	﹤0.01%	1010
2025 Q2	$554	Hold	6	–	–	﹤0.01%	1040
2025 Q1	$508	Hold	6	–	–	﹤0.01%	1039
2024 Q4	$499	Sell	6 -3	-33%	-$268	﹤0.01%	1085
2024 Q3	$855	Buy	9 +3	+50%	+$252	﹤0.01%	918
2024 Q2	$435	Buy	6 +4	+200%	+$293	﹤0.01%	1082
2024 Q1	$120	Buy	+2	New	+$144	﹤0.01%	1266

Other funds holding PATK

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return