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One Wealth Advisors’s Patrick Industries PATK Stock Holding History

One Wealth 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
2025
Q1 		– Sell
-2,527
Closed -$210K – 303
2024
Q4 		$210K Sell
2,527
-1,169
-32% -$104K 0.03% 236
2024
Q3 		$351K Sell
3,696
-47
-1% -$3.94K 0.05% 174
2024
Q2 		$298K Buy
+3,743
New +$274K 0.06% 158

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

One Wealth Advisors's PATK Position: Q1 2025 in Review

One Wealth Advisors sold out of Patrick Industries (PATK) in Q1 2025, closing a stake of 2,527 shares — an estimated $210K sold.

One Wealth Advisors first reported a position in PATK in Q2 2024 and held it in 3 quarters. The position peaked at $351K in Q3 2024. 314 funds tracked by Wall St. Rank hold PATK as of Q1 2025.

  • One Wealth Advisors reported no remaining Patrick Industries position as of Q1 2025 after selling out during the quarter.
  • One Wealth Advisors sold 2,527 Patrick Industries shares in Q1 2025, an estimated $210K.
  • One Wealth Advisors first reported a position in Patrick Industries in Q2 2024 and held it in 3 quarters.
  • One Wealth Advisors's Patrick Industries position peaked at $351K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2025.

Based on One Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.