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 Q2	–	Sell	-3,405	Closed	-$378K	–	1251
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 $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Mount Yale Investment Advisors's PATK Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Patrick Industries (PATK) in Q2 2026, closing a stake of 3,405 shares — an estimated $378K sold.

Mount Yale Investment Advisors first reported a position in PATK in Q1 2018 and held it in 9 quarters. The position peaked at $381K in Q2 2025. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Mount Yale Investment Advisors reported no remaining Patrick Industries position as of Q2 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,405 Patrick Industries shares in Q2 2026, an estimated $378K.
Mount Yale Investment Advisors first reported a position in Patrick Industries in Q1 2018 and held it in 9 quarters.
Mount Yale Investment Advisors's Patrick Industries position peaked at $381K in Q2 2025.
330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.