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Personal CFO Solutions’s Patrick Industries PATK Stock Holding History

Personal CFO 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
2026
Q2 		$259K Buy
2,889
+215
+8% +$20.5K 0.04% 446
2026
Q1 		$297K Sell
2,674
-316
-11% -$39.1K 0.04% 381
2025
Q4 		$324K Sell
2,990
-43
-1% -$4.51K 0.05% 341
2025
Q3 		$314K Buy
3,033
+1
+0% +$105 0.06% 332
2025
Q2 		$280K Buy
+3,032
New +$258K 0.05% 350

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 $3.38T AUM 44.17% 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

Personal CFO Solutions's PATK Position: Q2 2026 in Review

Personal CFO Solutions increased its Patrick Industries (PATK) stake by 8% in Q2 2026, buying an estimated $20.5K and bringing the position to 2,889 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #446.

Personal CFO Solutions first reported a position in PATK in Q2 2025 and has held it in 5 quarters since. The position peaked at $324K in Q4 2025. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Personal CFO Solutions held 2,889 shares of Patrick Industries worth $259K as of Q2 2026.
  • Personal CFO Solutions bought 215 Patrick Industries shares in Q2 2026, an estimated $20.5K.
  • Patrick Industries made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #446 holding.
  • Personal CFO Solutions first reported a position in Patrick Industries in Q2 2025 and has held it in 5 quarters since.
  • Personal CFO Solutions's Patrick Industries position peaked at $324K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.