Global Retirement Partners’s Patrick Industries PATK Stock Holding History

Global Retirement Partners’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	$150K	Buy	+1,671	New	+$160K	﹤0.01%	1775
2025 Q4	$175K	Buy	1,611 +968	+151%	+$102K	﹤0.01%	1549
2025 Q3	$66.5K	Buy	643 +3	+0.5%	+$315	﹤0.01%	1741
2025 Q2	$59.1K	Buy	+640	New	+$54.4K	﹤0.01%	1683
2024 Q4	$53.4K	Sell	643 -23	-3%	-$2.05K	﹤0.01%	1588
2024 Q3	$63.2K	Sell	666 -2	-0.3%	-$168	﹤0.01%	1450
2024 Q2	$48.3K	Buy	668 +68	+11%	+$4.98K	﹤0.01%	1554
2024 Q1	$47.8K	Hold	600	–	–	﹤0.01%	1437
2023 Q4	$38.3K	Sell	600 -600	-50%	-$32.9K	﹤0.01%	1484
2023 Q3	$59.6K	Hold	1,200	–	–	﹤0.01%	1186
2023 Q2	$64K	Hold	1,200	–	–	﹤0.01%	1151
2023 Q1	$53.3K	Hold	1,200	–	–	﹤0.01%	1204
2022 Q4	$48.5K	Hold	1,200	–	–	﹤0.01%	1100
2022 Q3	$37K	Hold	1,200	–	–	﹤0.01%	1139
2022 Q2	$41K	Sell	1,200 -8	-0.7%	-$317	﹤0.01%	1062
2022 Q1	$44K	Buy	+1,208	New	+$55.7K	﹤0.01%	1039
2017 Q1	–	Sell	-900	Closed	-$31K	–	1127
2016 Q4	$31K	Buy	+900	New	+$26.6K	0.02%	424

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

Global Retirement Partners's PATK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Patrick Industries (PATK) in Q2 2026: 1,671 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #1775 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PATK as recently as Q4 2025.

Global Retirement Partners first reported a position in PATK in Q4 2016 and has held it in 17 quarters since. The position peaked at $175K in Q4 2025. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Global Retirement Partners held 1,671 shares of Patrick Industries worth $150K as of Q2 2026.
Patrick Industries was a new Global Retirement Partners position in Q2 2026.
Patrick Industries made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1775 holding.
Global Retirement Partners first reported a position in Patrick Industries in Q4 2016 and has held it in 17 quarters since.
Global Retirement Partners's Patrick Industries position peaked at $175K in Q4 2025.
330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.