Wealth Enhancement Advisory Services
PATK icon

Wealth Enhancement Advisory Services’s Patrick Industries PATK Stock Holding History

Wealth Enhancement Advisory Services’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 		$279K Buy
3,375
+562
+20% +$53.7K ﹤0.01% 3268
2026
Q1 		$322K Sell
2,813
-26
-0.9% -$3.21K ﹤0.01% 2701
2025
Q4 		$320K Buy
+2,839
New +$298K ﹤0.01% 2865

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

Wealth Enhancement Advisory Services's PATK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Patrick Industries (PATK) stake by 20% in Q2 2026, buying an estimated $53.7K and bringing the position to 3,375 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #3268.

Wealth Enhancement Advisory Services first reported a position in PATK in Q4 2025 and has held it in 3 quarters since. The position peaked at $322K in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,375 shares of Patrick Industries worth $279K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 562 Patrick Industries shares in Q2 2026, an estimated $53.7K.
  • Patrick Industries made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3268 holding.
  • Wealth Enhancement Advisory Services first reported a position in Patrick Industries in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Patrick Industries position peaked at $322K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.