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Steward Partners Investment Advisory’s Patrick Industries PATK Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$26K Buy
289
+259
+863% +$24.7K ﹤0.01% 3299
2026
Q1 		$3.33K Hold
30
– – ﹤0.01% 3911
2025
Q4 		$3.25K Sell
30
-12
-29% -$1.26K ﹤0.01% 3829
2025
Q3 		$4.34K Buy
42
+30
+250% +$3.15K ﹤0.01% 3696
2025
Q2 		$1.11K Hold
12
– – ﹤0.01% 3843
2025
Q1 		$1.01K Hold
12
– – ﹤0.01% 3768
2024
Q4 		$997 Buy
+12
New +$1.07K ﹤0.01% 3751

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Steward Partners Investment Advisory's PATK Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Patrick Industries (PATK) stake by 863% in Q2 2026, buying an estimated $24.7K and bringing the position to 289 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #3299.

Steward Partners Investment Advisory first reported a position in PATK in Q4 2024 and has held it in 7 quarters since. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Steward Partners Investment Advisory held 289 shares of Patrick Industries worth $26K as of Q2 2026.
  • Steward Partners Investment Advisory bought 259 Patrick Industries shares in Q2 2026, an estimated $24.7K.
  • Patrick Industries made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3299 holding.
  • Steward Partners Investment Advisory first reported a position in Patrick Industries in Q4 2024 and has held it in 7 quarters since.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.