WANY
PATK icon

Wealthspire Advisors (New York)’s Patrick Industries PATK Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-197
Closed -$20.4K – 2320
2025
Q3 		$20.4K Buy
+197
New +$20.7K ﹤0.01% 1678

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s PATK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Patrick Industries (PATK) in Q4 2025, closing a stake of 197 shares — an estimated $20.4K sold.

Wealthspire Advisors (New York) first reported a position in PATK in Q3 2025 and held it in 1 quarter. The position peaked at $20.4K in Q3 2025. 334 funds tracked by Wall St. Rank hold PATK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Patrick Industries position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 197 Patrick Industries shares in Q4 2025, an estimated $20.4K.
  • Wealthspire Advisors (New York) first reported a position in Patrick Industries in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Patrick Industries position peaked at $20.4K in Q3 2025.
  • 334 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.