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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

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

Retirement Wealth Solutions's PATK Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Patrick Industries (PATK) stake by 98% in Q2 2026, selling an estimated $8.02K and leaving 2 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Retirement Wealth Solutions first reported a position in PATK in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9K in Q4 2025. 331 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Retirement Wealth Solutions held 2 shares of Patrick Industries worth $180 as of Q2 2026.
  • Retirement Wealth Solutions sold 84 Patrick Industries shares in Q2 2026, an estimated $8.02K.
  • Patrick Industries made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #779 holding.
  • Retirement Wealth Solutions first reported a position in Patrick Industries in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Patrick Industries position peaked at $12.9K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.