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Stephens Consulting’s Patrick Industries PATK Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-10
Closed -$846 – 1750
2025
Q1 		$846 Buy
+10
New +$899 ﹤0.01% 725

Other funds holding PATK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stephens Consulting's PATK Position: Q2 2025 in Review

Stephens Consulting sold out of Patrick Industries (PATK) in Q2 2025, closing a stake of 10 shares — an estimated $846 sold.

Stephens Consulting first reported a position in PATK in Q1 2025 and held it in 1 quarter. The position peaked at $846 in Q1 2025. 316 funds tracked by Wall St. Rank hold PATK as of Q2 2025.

  • Stephens Consulting reported no remaining Patrick Industries position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 10 Patrick Industries shares in Q2 2025, an estimated $846.
  • Stephens Consulting first reported a position in Patrick Industries in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Patrick Industries position peaked at $846 in Q1 2025.
  • 316 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.