RWS
PATK icon

Retirement Wealth Solutions’s Patrick Industries PATK Stock Holding History

Retirement Wealth 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 		$180 Sell
2
-84
-98% -$8.02K ﹤0.01% 779
2026
Q1 		$9.55K Sell
86
-33
-28% -$4.08K 0.01% 213
2025
Q4 		$12.9K Hold
119
– – 0.01% 200
2025
Q3 		$12.3K Sell
119
-13
-10% -$1.37K 0.01% 205
2025
Q2 		$12.2K Buy
132
+31
+31% +$2.64K 0.01% 218
2025
Q1 		$8.54K Buy
101
+11
+12% +$988 0.01% 240
2024
Q4 		$7.5K Buy
+90
New +$8.03K 0.01% 260

Other funds holding PATK

CAM
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ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return