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Waverly Advisors’s Patrick Industries PATK Stock Holding History

Waverly 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 		$5.89M Sell
65,556
-1,789
-3% -$171K 0.03% 409
2026
Q1 		$7.48M Sell
67,345
-20,200
-23% -$2.5M 0.06% 318
2025
Q4 		$9.49M Buy
87,545
+5,787
+7% +$607K 0.08% 250
2025
Q3 		$8.46M Sell
81,758
-751
-0.9% -$78.9K 0.08% 222
2025
Q2 		$7.61M Sell
82,509
-462
-0.6% -$39.3K 0.08% 229
2025
Q1 		$7.02M Buy
+82,971
New +$7.46M 0.09% 230

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

Waverly Advisors's PATK Position: Q2 2026 in Review

Waverly Advisors reduced its Patrick Industries (PATK) stake by 2.7% in Q2 2026, selling an estimated $171K and leaving 65,556 shares worth $5.89M. The position accounts for 0.03% of the portfolio, ranked #409.

Waverly Advisors first reported a position in PATK in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.49M in Q4 2025. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Waverly Advisors held 65,556 shares of Patrick Industries worth $5.89M as of Q2 2026.
  • Waverly Advisors sold 1,789 Patrick Industries shares in Q2 2026, an estimated $171K.
  • Patrick Industries made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #409 holding.
  • Waverly Advisors first reported a position in Patrick Industries in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's Patrick Industries position peaked at $9.49M in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.