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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal CFO Solutions's PATK Position: Q1 2026 in Review

Personal CFO Solutions reduced its Patrick Industries (PATK) stake by 11% in Q1 2026, selling an estimated $39.1K and leaving 2,674 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #381.

Personal CFO Solutions first reported a position in PATK in Q2 2025 and has held it in 4 quarters since. The position peaked at $324K in Q4 2025. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

  • Personal CFO Solutions held 2,674 shares of Patrick Industries worth $297K as of Q1 2026.
  • Personal CFO Solutions sold 316 Patrick Industries shares in Q1 2026, an estimated $39.1K.
  • Patrick Industries made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #381 holding.
  • Personal CFO Solutions first reported a position in Patrick Industries in Q2 2025 and has held it in 4 quarters since.
  • Personal CFO Solutions's Patrick Industries position peaked at $324K in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.