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True Wealth Design’s Patrick Industries PATK Stock Holding History

True Wealth Design’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
-1
Closed -$104 – 2757
2025
Q3 		$104 Hold
1
– – ﹤0.01% 2436
2025
Q2 		$93 Hold
1
– – ﹤0.01% 2255
2025
Q1 		$85 Buy
+1
New +$90 ﹤0.01% 2253

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

True Wealth Design's PATK Position: Q4 2025 in Review

True Wealth Design sold out of Patrick Industries (PATK) in Q4 2025, closing a stake of 1 share — an estimated $104 sold.

True Wealth Design first reported a position in PATK in Q1 2025 and held it in 3 quarters. The position peaked at $104 in Q3 2025. 334 funds tracked by Wall St. Rank hold PATK as of Q4 2025.

  • True Wealth Design reported no remaining Patrick Industries position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Patrick Industries share in Q4 2025, an estimated $104.
  • True Wealth Design first reported a position in Patrick Industries in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Patrick Industries position peaked at $104 in Q3 2025.
  • 334 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.