MassMutual Private Wealth & Trust’s Patrick Industries PATK Stock Holding History

MassMutual Private Wealth & Trust’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	$6.73K	Buy	75 +5	+7%	+$477	﹤0.01%	1572
2026 Q1	$7.78K	Buy	70 +3	+4%	+$371	﹤0.01%	1471
2025 Q4	$7.26K	Hold	67	–	–	﹤0.01%	1527
2025 Q3	$6.93K	Hold	67	–	–	﹤0.01%	1548
2025 Q2	$6.18K	Sell	67 -7	-9%	-$595	﹤0.01%	1552
2025 Q1	$6.26K	Buy	74 +17	+30%	+$1.53K	﹤0.01%	1498
2024 Q4	$4.74K	Buy	57 +3	+6%	+$268	﹤0.01%	1552
2024 Q3	$5.13K	Buy	54 +9	+20%	+$755	﹤0.01%	1372
2024 Q2	$3.26K	Buy	45 +16	+55%	+$1.17K	﹤0.01%	1474
2024 Q1	$2.27K	Hold	29	–	–	﹤0.01%	1503
2023 Q4	$1.91K	Hold	29	–	–	﹤0.01%	1514
2023 Q3	$1.43K	Hold	29	–	–	﹤0.01%	1594
2023 Q2	$1.52K	Hold	29	–	–	﹤0.01%	1546
2023 Q1	$1.31K	Hold	29	–	–	﹤0.01%	1532
2022 Q4	$1K	Buy	+29	New	+$1.01K	﹤0.01%	1512
2018 Q4	–	Sell	-47	Closed	-$1.83K	–	1030
2018 Q3	$1.83K	Sell	47 -45	-49%	-$1.85K	﹤0.01%	844
2018 Q2	$3.47K	Buy	92 +45	+96%	+$1.77K	﹤0.01%	794
2018 Q1	$1.92K	Buy	+47	New	+$2.03K	﹤0.01%	831

Other funds holding PATK

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return