PATK — Patrick Industries Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  17 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Patrick Industries Inc (PATK) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows PATK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PATK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Patrick Industries Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PATK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PATK stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held PATK — position size vs. price
% of Fund (quarterly)    PATK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 70 +3 +4.5% 0.00% $8K 2026-04-13 $112.01
2025 Q4 UNCHANGED 67 — 0% 0.00% $7K 2026-01-07 $112.61
2025 Q3 UNCHANGED 67 — 0% 0.00% $7K 2025-10-22 $99.92
2025 Q2 REDUCED 67 -7 -9.5% 0.00% $6K 2025-07-09 $98.65
2025 Q1 ADDED 74 +17 +29.8% 0.00% $6K 2025-04-01 $83.77
2024 Q4 ADDED 57 +21 +58.3% 0.00% $5K 2025-01-16 $90.38
2024 Q3 ADDED 36 +6 +20.0% 0.00% $5K 2024-10-02 $92.96
2024 Q2 ADDED 30 +11 +57.9% 0.00% $3K 2024-07-02 $69.40
2024 Q1 UNCHANGED 19 — 0% 0.00% $2K 2024-04-09 $73.71
2023 Q4 UNCHANGED 19 — 0% 0.00% $2K 2024-01-03 $61.05
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PATK

As of 2026 Q1 — sorted by position size

HighRoad Wealth Advisors, LLC 1.55% FINANCIAL CONSULATE, INC 3Y 7Y 0.73% KFG WEALTH MANAGEMENT, LLC 3Y 0.16% Factor Wealth Management LTD 0.12% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.12% FOSTER & MOTLEY INC 3Y 7Y 0.09% Bayforest Capital Ltd 0.08% WASATCH ADVISORS LP 3Y 7Y 0.05% Louisiana State Employees Retirement System 3Y 7Y 0.03% BTC Capital Management, Inc. 3Y 7Y 0.02%

FAQ About MassMutual Private Wealth & Trust, FSB and PATK

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning PATK?

MassMutual Private Wealth & Trust, FSB reported PATK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PATK position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for PATK was 0.00% in 2026 Q1.

What is the latest reported PATK position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 70 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this PATK ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly PATK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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