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Heritage Family Offices’s Patrick Industries PATK Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-1,989
Closed -$216K – 230
2025
Q4 		$216K Sell
1,989
-652
-25% -$68.4K 0.1% 188
2025
Q3 		$273K Sell
2,641
-930
-26% -$97.7K 0.13% 155
2025
Q2 		$300K Hold
3,571
– – 0.15% 124
2025
Q1 		$302K Buy
3,571
+505
+16% +$45.4K 0.15% 122
2024
Q4 		$255K Sell
3,066
-42
-1% -$3.75K 0.13% 151
2024
Q3 		$295K Sell
3,108
-33
-1% -$2.77K 0.15% 132
2024
Q2 		$227K Buy
+3,141
New +$230K 0.13% 153

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Family Offices's PATK Position: Q1 2026 in Review

Heritage Family Offices sold out of Patrick Industries (PATK) in Q1 2026, closing a stake of 1,989 shares — an estimated $216K sold.

Heritage Family Offices first reported a position in PATK in Q2 2024 and held it in 7 quarters. The position peaked at $302K in Q1 2025. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

  • Heritage Family Offices reported no remaining Patrick Industries position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,989 Patrick Industries shares in Q1 2026, an estimated $216K.
  • Heritage Family Offices first reported a position in Patrick Industries in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Patrick Industries position peaked at $302K in Q1 2025.
  • 342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.