Financial Perspectives’s Patrick Industries PATK Stock Holding History

Financial Perspectives’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	$7.22K	Hold	80	–	–	﹤0.01%	579
2026 Q1	$8.88K	Hold	80	–	–	﹤0.01%	544
2025 Q4	$8.63K	Buy	80 +1	+1%	+$105	﹤0.01%	542
2025 Q3	$8.2K	Hold	79	–	–	﹤0.01%	534
2025 Q2	$7.29K	Hold	79	–	–	﹤0.01%	542
2025 Q1	$6.65K	Buy	79 +1	+1%	+$90	﹤0.01%	544
2024 Q4	$6.51K	Hold	78	–	–	﹤0.01%	548
2024 Q3	$7.4K	Hold	78	–	–	﹤0.01%	498
2024 Q2	$5.64K	Hold	78	–	–	﹤0.01%	506
2024 Q1	$6.21K	Hold	78	–	–	﹤0.01%	493
2023 Q4	$5.22K	Hold	78	–	–	﹤0.01%	522
2023 Q3	$3.9K	Hold	78	–	–	﹤0.01%	534
2023 Q2	$4.16K	Hold	78	–	–	﹤0.01%	530
2023 Q1	$3.58K	Hold	78	–	–	﹤0.01%	541
2022 Q4	$3.15K	Hold	78	–	–	﹤0.01%	555
2022 Q3	$2.28K	Hold	78	–	–	﹤0.01%	567
2022 Q2	$2.7K	Hold	78	–	–	﹤0.01%	569
2022 Q1	$3.14K	Hold	78	–	–	﹤0.01%	571
2021 Q4	$4.2K	Hold	78	–	–	﹤0.01%	533
2021 Q3	$4.33K	Hold	78	–	–	﹤0.01%	536
2021 Q2	$3.8K	Hold	78	–	–	﹤0.01%	566
2021 Q1	$4.42K	Hold	78	–	–	﹤0.01%	528
2020 Q4	$3.55K	Hold	78	–	–	﹤0.01%	506
2020 Q3	$2.99K	Hold	78	–	–	﹤0.01%	465
2020 Q2	$3.19K	Hold	78	–	–	﹤0.01%	452
2020 Q1	$1.46K	Hold	78	–	–	﹤0.01%	468
2019 Q4	$2.73K	Buy	+78	New	+$2.54K	﹤0.01%	435

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

Financial Perspectives's PATK Position: Q2 2026 in Review

Financial Perspectives held its Patrick Industries (PATK) position steady in Q2 2026 at 80 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Financial Perspectives first reported a position in PATK in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.88K in Q1 2026. 331 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Financial Perspectives held 80 shares of Patrick Industries worth $7.22K as of Q2 2026.
Financial Perspectives left its Patrick Industries share count unchanged in Q2 2026.
Patrick Industries made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #579 holding.
Financial Perspectives first reported a position in Patrick Industries in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Patrick Industries position peaked at $8.88K in Q1 2026.
331 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.