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Spire Wealth Management’s Patrick Industries PATK Stock Holding History

Spire 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
2025
Q4 		– Sell
-60
Closed -$6.21K – 2438
2025
Q3 		$6.21K Hold
60
– – ﹤0.01% 1905
2025
Q2 		$5.54K Hold
60
– – ﹤0.01% 1912
2025
Q1 		$5.07K Buy
+60
New +$5.39K ﹤0.01% 2054
2023
Q2 		– Sell
-18
Closed -$826 – 2494
2023
Q1 		$826 Sell
18
-56
-76% -$2.6K ﹤0.01% 2410
2022
Q4 		$3K Buy
+74
New +$2.57K ﹤0.01% 1983

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spire Wealth Management's PATK Position: Q4 2025 in Review

Spire Wealth Management sold out of Patrick Industries (PATK) in Q4 2025, closing a stake of 60 shares — an estimated $6.21K sold.

Spire Wealth Management first reported a position in PATK in Q4 2022 and held it in 5 quarters. The position peaked at $6.21K in Q3 2025. 334 funds tracked by Wall St. Rank hold PATK as of Q4 2025.

  • Spire Wealth Management reported no remaining Patrick Industries position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 60 Patrick Industries shares in Q4 2025, an estimated $6.21K.
  • Spire Wealth Management first reported a position in Patrick Industries in Q4 2022 and held it in 5 quarters.
  • Spire Wealth Management's Patrick Industries position peaked at $6.21K in Q3 2025.
  • 334 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.