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Pinnacle Wealth Planning Services’s Patrick Industries PATK Stock Holding History

Pinnacle Wealth Planning Services’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 		$109K Sell
1,218
-170
-12% -$16.2K 0.01% 821
2026
Q1 		$154K Buy
1,388
+242
+21% +$29.9K 0.02% 576
2025
Q4 		$124K Buy
+1,146
New +$120K 0.01% 673
2021
Q1 		– Sell
-35
Closed -$2K – 1475
2020
Q4 		$2K Buy
+35
New +$1.48K ﹤0.01% 1962

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

Pinnacle Wealth Planning Services's PATK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Patrick Industries (PATK) stake by 12% in Q2 2026, selling an estimated $16.2K and leaving 1,218 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #821.

Pinnacle Wealth Planning Services first reported a position in PATK in Q4 2020 and has held it in 4 quarters since. The position peaked at $154K in Q1 2026. 331 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,218 shares of Patrick Industries worth $109K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 170 Patrick Industries shares in Q2 2026, an estimated $16.2K.
  • Patrick Industries made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #821 holding.
  • Pinnacle Wealth Planning Services first reported a position in Patrick Industries in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Patrick Industries position peaked at $154K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.