DWM Financial Group’s Patrick Industries PATK Stock Holding History

DWM Financial 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	$976K	Buy	+9,000	New	+$859K	0.87%	15

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

DWM Financial Group's PATK Position: Q2 2026 in Review

DWM Financial Group opened a new position in Patrick Industries (PATK) in Q2 2026: 9,000 shares worth $976K. The stake represents 0.87% of the portfolio and ranks #15 among its holdings.

330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

DWM Financial Group held 9,000 shares of Patrick Industries worth $976K as of Q2 2026.
Patrick Industries was a new DWM Financial Group position in Q2 2026.
Patrick Industries made up 0.87% of DWM Financial Group's portfolio in Q2 2026, its #15 holding.
330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.