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LRI Investments’s Patrick Industries PATK Stock Holding History

LRI Investments’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 		$359 Sell
4
-42
-91% -$4.01K ﹤0.01% 1614
2026
Q1 		$5.11K Hold
46
– – ﹤0.01% 1092
2025
Q4 		$5K Hold
46
– – ﹤0.01% 1043
2025
Q3 		$4.77K Hold
46
– – ﹤0.01% 1062
2025
Q2 		$4.25K Buy
46
+11
+31% +$935 ﹤0.01% 1055
2025
Q1 		$2.92K Hold
35
– – ﹤0.01% 1045
2024
Q4 		$2.87K Sell
35
-1
-3% -$89 ﹤0.01% 1030
2024
Q3 		$3.09K Buy
+36
New +$3.02K ﹤0.01% 1015

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LRI Investments's PATK Position: Q2 2026 in Review

LRI Investments reduced its Patrick Industries (PATK) stake by 91% in Q2 2026, selling an estimated $4.01K and leaving 4 shares worth $359. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

LRI Investments first reported a position in PATK in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.11K in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • LRI Investments held 4 shares of Patrick Industries worth $359 as of Q2 2026.
  • LRI Investments sold 42 Patrick Industries shares in Q2 2026, an estimated $4.01K.
  • Patrick Industries made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1614 holding.
  • LRI Investments first reported a position in Patrick Industries in Q3 2024 and has held it in 8 quarters since.
  • LRI Investments's Patrick Industries position peaked at $5.11K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.