AWM
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Abound Wealth Management’s Patterson-UTI PTEN Stock Holding History

Abound Wealth Management’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
Q2 		$184 Hold
20
– – ﹤0.01% 1130
2026
Q1 		$217 Hold
20
– – ﹤0.01% 1216
2025
Q4 		$123 Hold
20
– – ﹤0.01% 1346
2025
Q3 		$104 Hold
20
– – ﹤0.01% 1303
2025
Q2 		$119 Hold
20
– – ﹤0.01% 1211
2025
Q1 		$165 Sell
20
-5
-20% -$42 ﹤0.01% 1060
2024
Q4 		$207 Hold
25
– – ﹤0.01% 1053
2024
Q3 		$192 Sell
25
-3
-11% -$28 ﹤0.01% 1189
2024
Q2 		$291 Hold
28
– – ﹤0.01% 994
2024
Q1 		$335 Hold
28
– – ﹤0.01% 1081
2023
Q4 		$303 Sell
28
-17
-38% -$207 ﹤0.01% 1156
2023
Q3 		$623 Buy
+45
New +$658 ﹤0.01% 767

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Abound Wealth Management's PTEN Position: Q2 2026 in Review

Abound Wealth Management held its Patterson-UTI (PTEN) position steady in Q2 2026 at 20 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Abound Wealth Management first reported a position in PTEN in Q3 2023 and has held it in 12 quarters since. The position peaked at $623 in Q3 2023. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Abound Wealth Management held 20 shares of Patterson-UTI worth $184 as of Q2 2026.
  • Abound Wealth Management left its Patterson-UTI share count unchanged in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1130 holding.
  • Abound Wealth Management first reported a position in Patterson-UTI in Q3 2023 and has held it in 12 quarters since.
  • Abound Wealth Management's Patterson-UTI position peaked at $623 in Q3 2023.
  • 438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.