GWM
PATK icon

Gilpin Wealth Management’s Patrick Industries PATK Stock Holding History

Gilpin Wealth 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
Q3 		$204 Sell
3
-1
-25% -$81 ﹤0.01% 1111
2026
Q2 		$360 Buy
4
+1
+33% +$95 ﹤0.01% 777
2026
Q1 		$334 Hold
3
– – ﹤0.01% 740
2025
Q4 		$326 Buy
+3
New +$315 ﹤0.01% 528

Other funds holding PATK

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Gilpin Wealth Management's PATK Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Patrick Industries (PATK) stake by 25% in Q3 2026, selling an estimated $81 and leaving 3 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Gilpin Wealth Management first reported a position in PATK in Q4 2025 and has held it in 4 quarters since. The position peaked at $360 in Q2 2026. 10 funds tracked by Wall St. Rank hold PATK as of Q3 2026.

  • Gilpin Wealth Management held 3 shares of Patrick Industries worth $204 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Patrick Industries share in Q3 2026, an estimated $81.
  • Patrick Industries made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1111 holding.
  • Gilpin Wealth Management first reported a position in Patrick Industries in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Patrick Industries position peaked at $360 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.