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Opal Wealth Advisors’s Patrick Industries PATK Stock Holding History

Opal 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
2026
Q2 		– Sell
-244
Closed -$27.1K – 467
2026
Q1 		$27.1K Buy
+244
New +$30.2K 0.01% 534
2025
Q3 		– Sell
-263
Closed -$24.3K – 443
2025
Q2 		$24.3K Buy
+263
New +$22.4K 0.01% 531

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Opal Wealth Advisors's PATK Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Patrick Industries (PATK) in Q2 2026, closing a stake of 244 shares — an estimated $27.1K sold.

Opal Wealth Advisors first reported a position in PATK in Q2 2025 and held it in 2 quarters. The position peaked at $27.1K in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Patrick Industries position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 244 Patrick Industries shares in Q2 2026, an estimated $27.1K.
  • Opal Wealth Advisors first reported a position in Patrick Industries in Q2 2025 and held it in 2 quarters.
  • Opal Wealth Advisors's Patrick Industries position peaked at $27.1K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.