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Twin Peaks Wealth Advisors’s Patrick Industries PATK Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-110
Closed -$12.2K – 1601
2026
Q1 		$12.2K Buy
+110
New +$13.6K ﹤0.01% 956
2025
Q3 		– Sell
-117
Closed -$12.7K – 1515
2025
Q2 		$12.7K Buy
+117
New +$9.95K ﹤0.01% 806

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

Twin Peaks Wealth Advisors's PATK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Patrick Industries (PATK) in Q2 2026, closing a stake of 110 shares — an estimated $12.2K sold.

Twin Peaks Wealth Advisors first reported a position in PATK in Q2 2025 and held it in 2 quarters. The position peaked at $12.7K in Q2 2025. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Patrick Industries position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 110 Patrick Industries shares in Q2 2026, an estimated $12.2K.
  • Twin Peaks Wealth Advisors first reported a position in Patrick Industries in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Patrick Industries position peaked at $12.7K in Q2 2025.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.