EverSource Wealth Advisors’s Patrick Industries PATK Stock Holding History

EverSource Wealth Advisors’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	$9.79K	Sell	109 -396	-78%	-$37.8K	﹤0.01%	2928
2026 Q1	$56.1K	Sell	505 -1,501	-75%	-$186K	﹤0.01%	1803
2025 Q4	$217K	Buy	2,006 +277	+16%	+$29.1K	0.01%	906
2025 Q3	$179K	Buy	1,729 +572	+49%	+$60.1K	0.01%	967
2025 Q2	$107K	Buy	1,157 +1,007	+671%	+$85.6K	﹤0.01%	1164
2025 Q1	$12.7K	Buy	150 +11	+8%	+$988	﹤0.01%	1976
2024 Q4	$11.5K	Sell	139 -1	-0.7%	-$89	﹤0.01%	1912
2024 Q3	$13.2K	Hold	140	–	–	﹤0.01%	1711
2024 Q2	$11.9K	Buy	140 +26	+23%	+$1.9K	﹤0.01%	1753
2024 Q1	$7.94K	Hold	114	–	–	﹤0.01%	1818
2023 Q4	$7.63K	Hold	114	–	–	﹤0.01%	1686
2023 Q3	$5.71K	Hold	114	–	–	﹤0.01%	1659
2023 Q2	$6.08K	Hold	114	–	–	﹤0.01%	1643
2023 Q1	$5.23K	Sell	114 -57	-33%	-$2.64K	﹤0.01%	1632
2022 Q4	$6.91K	Buy	+171	New	+$5.95K	﹤0.01%	1475
2022 Q2	–	Sell	-47	Closed	-$2K	–	1845
2022 Q1	$2K	Buy	+47	New	+$2.17K	﹤0.01%	1557

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

EverSource Wealth Advisors's PATK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Patrick Industries (PATK) stake by 78% in Q2 2026, selling an estimated $37.8K and leaving 109 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2928.

EverSource Wealth Advisors first reported a position in PATK in Q1 2022 and has held it in 16 quarters since. The position peaked at $217K in Q4 2025. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

EverSource Wealth Advisors held 109 shares of Patrick Industries worth $9.79K as of Q2 2026.
EverSource Wealth Advisors sold 396 Patrick Industries shares in Q2 2026, an estimated $37.8K.
Patrick Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2928 holding.
EverSource Wealth Advisors first reported a position in Patrick Industries in Q1 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's Patrick Industries position peaked at $217K in Q4 2025.
330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.