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Rothschild Investment LLC’s Patrick Industries PATK Stock Holding History

Rothschild Investment LLC’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 		$3.23K Sell
36
-23
-39% -$2.2K ﹤0.01% 2522
2026
Q1 		$6.55K Buy
59
+5
+9% +$618 ﹤0.01% 1925
2025
Q4 		$5.86K Buy
54
+3
+6% +$315 ﹤0.01% 1805
2025
Q3 		$5.28K Sell
51
-10
-16% -$1.05K ﹤0.01% 1691
2025
Q2 		$5.63K Sell
61
-13
-18% -$1.1K ﹤0.01% 1456
2025
Q1 		$6.26K Buy
74
+39
+111% +$3.5K ﹤0.01% 1336
2024
Q4 		$2.91K Sell
35
-6
-15% -$536 ﹤0.01% 1587
2024
Q3 		$3.84K Buy
41
+18
+78% +$1.51K ﹤0.01% 1391
2024
Q2 		$1.63K Buy
+23
New +$1.68K ﹤0.01% 1462

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's PATK Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Patrick Industries (PATK) stake by 39% in Q2 2026, selling an estimated $2.2K and leaving 36 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

Rothschild Investment LLC first reported a position in PATK in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.55K in Q1 2026. 142 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Rothschild Investment LLC held 36 shares of Patrick Industries worth $3.23K as of Q2 2026.
  • Rothschild Investment LLC sold 23 Patrick Industries shares in Q2 2026, an estimated $2.2K.
  • Patrick Industries made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2522 holding.
  • Rothschild Investment LLC first reported a position in Patrick Industries in Q2 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Patrick Industries position peaked at $6.55K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.