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Patrick Industries shares owned by Retirement Wealth Solutions

Quarter-by-quarter ownership of Patrick Industries (PATK) shares owned by Retirement Wealth Solutions from 13F filings

Historical chart of Retirement Wealth Solutions investment in Patrick Industries

Tip: Access up to 7 years of quarterly data

All positions including Patrick Industries held by Retirement Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Patrick Industries by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 119 103.44
2025-06-30 $12k 132 92.27
2025-03-31 $8.5k 101 84.56
2024-12-31 $7.5k 90 83.34

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)

View all positions for Retirement Wealth Solutions

Top funds holding Patrick Industries

BlackRock
FMR
Vanguard Group
Wellington Management Company
Dimensional Fund Advisors
Capital World Investors
State Street Corporation
Capital Research Global Investors
Geode Capital Management
T. Rowe Price Investment Management
Massachusetts Financial Services
Franklin Resources
Charles Schwab Investment Management
Loomis, Sayles and
Silvercrest Asset Management Group

View all funds holding Patrick Industries