NERM
PATK icon

New England Research & Management’s Patrick Industries PATK Stock Holding History

New England Research & 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
2026
Q2 		$502K Hold
5,586
– – 0.2% 99
2026
Q1 		$620K Hold
5,586
– – 0.26% 98
2025
Q4 		$606K Hold
5,586
– – 0.26% 93
2025
Q3 		$578K Sell
5,586
-75
-1% -$7.88K 0.27% 103
2025
Q2 		$522K Hold
5,661
– – 0.25% 104
2025
Q1 		$479K Sell
5,661
-1,350
-19% -$121K 0.24% 101
2024
Q4 		$582K Sell
7,011
-339
-5% -$30.3K 0.3% 97
2024
Q3 		$698K Sell
7,350
-938
-11% -$78.7K 0.33% 91
2024
Q2 		$600K Sell
8,288
-750
-8% -$54.9K 0.29% 107
2024
Q1 		$720K Sell
9,038
-225
-2% -$16.1K 0.35% 96
2023
Q4 		$620K Sell
9,263
-412
-4% -$22.6K 0.33% 96
2023
Q3 		$484K Buy
+9,675
New +$523K 0.28% 107
2021
Q4 		– Sell
-4,125
Closed -$229K – 185
2021
Q3 		$229K Hold
4,125
– – 0.12% 162
2021
Q2 		$201K Hold
4,125
– – 0.1% 170
2021
Q1 		$234K Sell
4,125
-10,763
-72% -$564K 0.13% 157
2020
Q4 		$678K Buy
+14,888
New +$631K 0.42% 81

Other funds holding PATK

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TA
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
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
TA
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return