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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
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 $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

WCG Wealth Advisors's PATK Position: Q1 2026 in Review

WCG Wealth Advisors increased its Patrick Industries (PATK) stake by 8.8% in Q1 2026, buying an estimated $165K and bringing the position to 16,474 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #280.

WCG Wealth Advisors first reported a position in PATK in Q4 2025 and has held it in 2 quarters since. 342 funds tracked by Wall St. Rank hold PATK as of Q1 2026.

  • WCG Wealth Advisors held 16,474 shares of Patrick Industries worth $1.83M as of Q1 2026.
  • WCG Wealth Advisors bought 1,339 Patrick Industries shares in Q1 2026, an estimated $165K.
  • Patrick Industries made up 0.05% of WCG Wealth Advisors's portfolio in Q1 2026, its #280 holding.
  • WCG Wealth Advisors first reported a position in Patrick Industries in Q4 2025 and has held it in 2 quarters since.
  • 342 funds tracked by Wall St. Rank held Patrick Industries as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.