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Orion Portfolio Solutions’s Patrick Industries PATK Stock Holding History

Orion Portfolio Solutions’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 		$690K Buy
8,162
+2,883
+55% +$259K 0.01% 1257
2024
Q4 		$439K Sell
5,279
-2,100
-28% -$187K ﹤0.01% 1399
2024
Q3 		$700K Buy
+7,379
New +$619K 0.01% 1197
2020
Q3 		– Sell
-54
Closed -$2K – 1558
2020
Q2 		$2K Buy
54
+37
+218% +$1.12K ﹤0.01% 1797
2020
Q1 		$0 Sell
17
-60
-78% -$1.91K ﹤0.01% 2192
2019
Q4 		$3K Buy
+77
New +$2.5K ﹤0.01% 1426

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

Orion Portfolio Solutions's PATK Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Patrick Industries (PATK) stake by 55% in Q1 2025, buying an estimated $259K and bringing the position to 8,162 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #1257.

Orion Portfolio Solutions first reported a position in PATK in Q4 2019 and has held it in 6 quarters since. The position peaked at $700K in Q3 2024. 314 funds tracked by Wall St. Rank hold PATK as of Q1 2025.

  • Orion Portfolio Solutions held 8,162 shares of Patrick Industries worth $690K as of Q1 2025.
  • Orion Portfolio Solutions bought 2,883 Patrick Industries shares in Q1 2025, an estimated $259K.
  • Patrick Industries made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1257 holding.
  • Orion Portfolio Solutions first reported a position in Patrick Industries in Q4 2019 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's Patrick Industries position peaked at $700K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.