Evergreen Capital Management’s Patrick Industries PATK Stock Holding History

Evergreen Capital Management’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	$217K	Sell	2,412 -336	-12%	-$32.1K	﹤0.01%	1425
2026 Q1	$305K	Buy	2,748 +116	+4%	+$14.3K	0.01%	1101
2025 Q4	$285K	Sell	2,632 -493	-16%	-$51.7K	0.01%	1070
2025 Q3	$323K	Buy	3,125 +566	+22%	+$59.5K	0.01%	917
2025 Q2	$236K	Buy	2,559 +35	+1%	+$2.98K	0.01%	940
2025 Q1	$213K	Sell	2,524 -22	-0.9%	-$1.98K	0.01%	960
2024 Q4	$212K	Buy	2,546 +3	+0.1%	+$268	0.01%	956
2024 Q3	$241K	Buy	+2,543	New	+$213K	0.01%	831

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

Evergreen Capital Management's PATK Position: Q2 2026 in Review

Evergreen Capital Management reduced its Patrick Industries (PATK) stake by 12% in Q2 2026, selling an estimated $32.1K and leaving 2,412 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Evergreen Capital Management first reported a position in PATK in Q3 2024 and has held it in 8 quarters since. The position peaked at $323K in Q3 2025. 331 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Evergreen Capital Management held 2,412 shares of Patrick Industries worth $217K as of Q2 2026.
Evergreen Capital Management sold 336 Patrick Industries shares in Q2 2026, an estimated $32.1K.
Patrick Industries made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1425 holding.
Evergreen Capital Management first reported a position in Patrick Industries in Q3 2024 and has held it in 8 quarters since.
Evergreen Capital Management's Patrick Industries position peaked at $323K in Q3 2025.
331 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.