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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's PATK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Patrick Industries (PATK) in Q1 2026: 110 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PATK as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PATK in Q2 2025 and has held it in 2 quarters since. The position peaked at $12.7K in Q2 2025. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

  • Twin Peaks Wealth Advisors held 110 shares of Patrick Industries worth $12.2K as of Q1 2026.
  • Patrick Industries was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Patrick Industries made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #956 holding.
  • Twin Peaks Wealth Advisors first reported a position in Patrick Industries in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Patrick Industries position peaked at $12.7K in Q2 2025.
  • 342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.