RWM
PATK icon

Ritholtz Wealth Management’s Patrick Industries PATK Stock Holding History

Ritholtz Wealth Management’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
Q1 		$989K Buy
8,905
+42
+0.5% +$5.19K 0.02% 551
2025
Q4 		$961K Sell
8,863
-939
-10% -$98.5K 0.02% 539
2025
Q3 		$1.01M Buy
9,802
+778
+9% +$81.8K 0.02% 497
2025
Q2 		$833K Sell
9,024
-9,258
-51% -$787K 0.02% 498
2025
Q1 		$1.55M Sell
18,282
-3,038
-14% -$273K 0.05% 301
2024
Q4 		$1.77M Buy
21,320
+542
+3% +$48.4K 0.05% 256
2024
Q3 		$1.97M Buy
20,778
+1,938
+10% +$163K 0.06% 235
2024
Q2 		$1.36M Buy
18,840
+5,770
+44% +$422K 0.05% 271
2024
Q1 		$1.04M Buy
+13,070
New +$938K 0.04% 350

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return