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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return