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Redmont Wealth Advisors’s Patrick Industries PATK Stock Holding History

Redmont 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
2025
Q4 		$793K Sell
7,311
-691
-9% -$72.5K 1.2% 22
2025
Q3 		$828K Hold
8,002
– – 1.15% 24
2025
Q2 		$738K Buy
8,002
+2,688
+51% +$229K 1.08% 23
2025
Q1 		$449K Sell
5,314
-2,271
-30% -$204K 0.88% 27
2024
Q4 		$630K Buy
7,585
+79
+1% +$7.05K 1.09% 23
2024
Q3 		$712K Sell
7,506
-878
-10% -$73.7K 1.1% 22
2024
Q2 		$607K Sell
8,384
-2,796
-25% -$205K 0.95% 26
2024
Q1 		$890K Buy
11,180
+33
+0.3% +$2.37K 1.23% 20
2023
Q4 		$746K Buy
11,147
+2,891
+35% +$159K 1.09% 26
2023
Q3 		$413K Buy
8,256
+795
+11% +$43K 0.73% 47
2023
Q2 		$398K Buy
+7,461
New +$351K 0.68% 50

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Redmont Wealth Advisors's PATK Position: Q4 2025 in Review

Redmont Wealth Advisors reduced its Patrick Industries (PATK) stake by 8.6% in Q4 2025, selling an estimated $72.5K and leaving 7,311 shares worth $793K. The position accounts for 1.2% of the portfolio, ranked #22.

Redmont Wealth Advisors first reported a position in PATK in Q2 2023 and has held it in 11 quarters since. The position peaked at $890K in Q1 2024. 334 funds tracked by Wall St. Rank hold PATK as of Q4 2025.

  • Redmont Wealth Advisors held 7,311 shares of Patrick Industries worth $793K as of Q4 2025.
  • Redmont Wealth Advisors sold 691 Patrick Industries shares in Q4 2025, an estimated $72.5K.
  • Patrick Industries made up 1.2% of Redmont Wealth Advisors's portfolio in Q4 2025, its #22 holding.
  • Redmont Wealth Advisors first reported a position in Patrick Industries in Q2 2023 and has held it in 11 quarters since.
  • Redmont Wealth Advisors's Patrick Industries position peaked at $890K in Q1 2024.
  • 334 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.