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Journey Strategic Wealth’s Patrick Industries PATK Stock Holding History

Journey Strategic Wealth’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 		$234K Buy
2,106
+44
+2% +$5.44K 0.01% 694
2025
Q4 		$224K Sell
2,062
-6
-0.3% -$630 0.01% 661
2025
Q3 		$214K Buy
+2,068
New +$217K 0.01% 635

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 $3.37T AUM 44.26% 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

Journey Strategic Wealth's PATK Position: Q1 2026 in Review

Journey Strategic Wealth increased its Patrick Industries (PATK) stake by 2.1% in Q1 2026, buying an estimated $5.44K and bringing the position to 2,106 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #694.

Journey Strategic Wealth first reported a position in PATK in Q3 2025 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

  • Journey Strategic Wealth held 2,106 shares of Patrick Industries worth $234K as of Q1 2026.
  • Journey Strategic Wealth bought 44 Patrick Industries shares in Q1 2026, an estimated $5.44K.
  • Patrick Industries made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #694 holding.
  • Journey Strategic Wealth first reported a position in Patrick Industries in Q3 2025 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.