Retirement Wealth Solutions
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
Q3 		– Sell
-2
Closed -$180 – 923
2026
Q2 		$180 Sell
2
-84
-98% -$8.02K ﹤0.01% 779
2026
Q1 		$9.6K 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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Retirement Wealth Solutions's PATK Position: Q3 2026 in Review

Retirement Wealth Solutions sold out of Patrick Industries (PATK) in Q3 2026, closing a stake of 2 shares — an estimated $180 sold.

Retirement Wealth Solutions first reported a position in PATK in Q4 2024 and held it in 7 quarters. The position peaked at $12.9K in Q4 2025. 53 funds tracked by Wall St. Rank hold PATK as of Q3 2026.

  • Retirement Wealth Solutions reported no remaining Patrick Industries position as of Q3 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 2 Patrick Industries shares in Q3 2026, an estimated $180.
  • Retirement Wealth Solutions first reported a position in Patrick Industries in Q4 2024 and held it in 7 quarters.
  • Retirement Wealth Solutions's Patrick Industries position peaked at $12.9K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.