Synergy Investment Management’s Patrick Industries PATK Stock Holding History

Synergy Investment 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 Q2	$4.07K	Buy	+47	New	+$4.49K	﹤0.01%	800

Other funds holding PATK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Synergy Investment Management's PATK Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Patrick Industries (PATK) in Q2 2026: 47 shares worth $4.07K. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings.

330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Synergy Investment Management held 47 shares of Patrick Industries worth $4.07K as of Q2 2026.
Patrick Industries was a new Synergy Investment Management position in Q2 2026.
Patrick Industries made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #800 holding.
330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.