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SageView Advisory Group’s Patrick Industries PATK Stock Holding History

SageView Advisory Group’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 		– Sell
-30
Closed -$3.25K – 1873
2025
Q4 		$3.25K Buy
+30
New +$3.15K ﹤0.01% 2087
2024
Q2 		– Sell
-22,200
Closed -$323K – 690
2024
Q1 		$323K Buy
+22,200
New +$1.59M 0.02% 396

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's PATK Position: Q1 2026 in Review

SageView Advisory Group sold out of Patrick Industries (PATK) in Q1 2026, closing a stake of 30 shares — an estimated $3.25K sold.

SageView Advisory Group first reported a position in PATK in Q1 2024 and held it in 2 quarters. The position peaked at $323K in Q1 2024. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

  • SageView Advisory Group reported no remaining Patrick Industries position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 30 Patrick Industries shares in Q1 2026, an estimated $3.25K.
  • SageView Advisory Group first reported a position in Patrick Industries in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Patrick Industries position peaked at $323K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.