Mount Yale Investment Advisors’s Patrick Industries PATK Stock Holding History

Mount Yale Investment Advisors’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	$378K	Buy	+3,405	New	+$421K	0.01%	805
2025 Q3	–	Sell	-4,132	Closed	-$381K	–	1321
2025 Q2	$381K	Buy	4,132 +56	+1%	+$4.76K	0.03%	399
2025 Q1	$345K	Buy	4,076 +595	+17%	+$53.5K	0.03%	400
2024 Q4	$289K	Buy	+3,481	New	+$311K	0.02%	451
2021 Q2	–	Sell	-4,271	Closed	-$242K	–	446
2021 Q1	$242K	Sell	4,271 -916	-18%	-$48K	0.03%	366
2020 Q4	$236K	Buy	+5,187	New	+$220K	0.03%	348
2018 Q4	–	Sell	-6,840	Closed	-$214K	–	643
2018 Q3	$214K	Buy	6,840 +768	+13%	+$31.6K	0.04%	296
2018 Q2	$230K	Buy	6,072 +880	+17%	+$34.6K	0.04%	290
2018 Q1	$214K	Buy	+5,192	New	+$224K	0.05%	282

Other funds holding PATK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's PATK Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Patrick Industries (PATK) in Q1 2026: 3,405 shares worth $378K. The stake represents 0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PATK as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in PATK in Q1 2018 and has held it in 9 quarters since. The position peaked at $381K in Q2 2025. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

Mount Yale Investment Advisors held 3,405 shares of Patrick Industries worth $378K as of Q1 2026.
Patrick Industries was a new Mount Yale Investment Advisors position in Q1 2026.
Patrick Industries made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #805 holding.
Mount Yale Investment Advisors first reported a position in Patrick Industries in Q1 2018 and has held it in 9 quarters since.
Mount Yale Investment Advisors's Patrick Industries position peaked at $381K in Q2 2025.
342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.