Superior Planning, LLC’s Patterson-UTI PTEN Stock Holding History

Superior Planning, LLC’s Portfolio PTEN Stock Details PTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$207	Buy	+19	New	+$209	﹤0.01%	2026

Other funds holding PTEN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Superior Planning, LLC's PTEN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Patterson-UTI (PTEN) in Q3 2026: 19 shares worth $207. The stake represents ﹤0.01% of the portfolio and ranks #2026 among its holdings.

279 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

Superior Planning, LLC held 19 shares of Patterson-UTI worth $207 as of Q3 2026.
Patterson-UTI was a new Superior Planning, LLC position in Q3 2026.
Patterson-UTI made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2026 holding.
279 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.