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WCG Wealth Advisors’s Patrick Industries PATK Stock Holding History

WCG 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 		$1.46M Sell
16,241
-233
-1% -$22.2K 0.03% 344
2026
Q1 		$1.83M Buy
16,474
+1,339
+9% +$165K 0.05% 280
2025
Q4 		$1.64M Buy
+15,135
New +$1.59M 0.05% 285

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 $3.38T AUM 44.17% 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

WCG Wealth Advisors's PATK Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Patrick Industries (PATK) stake by 1.4% in Q2 2026, selling an estimated $22.2K and leaving 16,241 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #344.

WCG Wealth Advisors first reported a position in PATK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • WCG Wealth Advisors held 16,241 shares of Patrick Industries worth $1.46M as of Q2 2026.
  • WCG Wealth Advisors sold 233 Patrick Industries shares in Q2 2026, an estimated $22.2K.
  • Patrick Industries made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #344 holding.
  • WCG Wealth Advisors first reported a position in Patrick Industries in Q4 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's Patrick Industries position peaked at $1.83M in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

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