SAM
PATK icon

Smartleaf Asset Management’s Patrick Industries PATK Stock Holding History

Smartleaf Asset 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 		$124K Sell
1,177
-399
-25% -$49.3K ﹤0.01% 1002
2025
Q4 		$175K Buy
1,576
+547
+53% +$57.4K 0.01% 867
2025
Q3 		$106K Buy
1,029
+289
+39% +$30.4K 0.01% 1033
2025
Q2 		$68.4K Sell
740
-13
-2% -$1.1K 0.01% 1025
2025
Q1 		$63.2K Buy
753
+160
+27% +$14.4K 0.01% 1033
2024
Q4 		$49K Buy
593
+495
+505% +$44.2K 0.01% 1189
2024
Q3 		$9.23K Sell
98
-85
-46% -$7.13K ﹤0.01% 1799
2024
Q2 		$13.1K Buy
183
+97
+113% +$7.1K ﹤0.01% 1264
2024
Q1 		$6.72K Buy
+86
New +$6.17K ﹤0.01% 1123

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