SWA
PATK icon

Sax Wealth Advisors’s Patrick Industries PATK Stock Holding History

Sax Wealth Advisors’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 		$1.05M Buy
+15,454
New +$1.26M 0.03% 294

Other funds holding PATK

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
HWA
HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Sax Wealth Advisors's PATK Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Patrick Industries (PATK) in Q3 2026: 15,454 shares worth $1.05M. The stake represents 0.03% of the portfolio and ranks #294 among its holdings.

17 funds tracked by Wall St. Rank hold PATK as of Q3 2026.

  • Sax Wealth Advisors held 15,454 shares of Patrick Industries worth $1.05M as of Q3 2026.
  • Patrick Industries was a new Sax Wealth Advisors position in Q3 2026.
  • Patrick Industries made up 0.03% of Sax Wealth Advisors's portfolio in Q3 2026, its #294 holding.
  • 17 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.