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Kestra Investment Management’s Patrick Industries PATK Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-286
Closed -$25.3K – 840
2025
Q2 		$25.3K Buy
286
+140
+96% +$11.9K ﹤0.01% 621
2025
Q1 		$12.3K Sell
146
-159
-52% -$14.3K ﹤0.01% 598
2024
Q4 		$25.3K Buy
+305
New +$27.2K ﹤0.01% 668

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kestra Investment Management's PATK Position: Q3 2025 in Review

Kestra Investment Management sold out of Patrick Industries (PATK) in Q3 2025, closing a stake of 286 shares — an estimated $25.3K sold.

Kestra Investment Management first reported a position in PATK in Q4 2024 and held it in 3 quarters. The position peaked at $25.3K in Q4 2024. 329 funds tracked by Wall St. Rank hold PATK as of Q3 2025.

  • Kestra Investment Management reported no remaining Patrick Industries position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 286 Patrick Industries shares in Q3 2025, an estimated $25.3K.
  • Kestra Investment Management first reported a position in Patrick Industries in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Patrick Industries position peaked at $25.3K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.