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HighRoad Wealth Advisors, LLC → PATK

HighRoad Wealth Advisors, LLC PATK Position History

Patrick Industries, Inc. • Industrials

Quarters held
4
Latest value
$595K
Q3 2026
Peak value
$1.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.6M
Q1 2026$1.6M
Q2 2026$1.3M
Q3 2026$595K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$595K8.8K——
Q2 2026$1.3M14.3K——
Q1 2026$1.6M14.3K——
Q4 2025$1.6M14.3K——

Other funds holding PATK

Other HighRoad Wealth Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$35.5M
VGES

VANGUARD INDEX FDS

$34.9M
VGES

VANGUARD INDEX FDS

$33.4M
VGES

VANGUARD INDEX FDS

$30.7M
STT-PG

SPDR SERIES TRUST

$12.5M
QQQ

INVESCO QQQ TR

$12.2M
STT-PG

SPDR SERIES TRUST

$12.2M
QQQ

INVESCO QQQ TR

$11.3M