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Action Point Financial Planning’s Patterson-UTI PTEN Stock Holding History

Action Point Financial Planning’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 		$1.48K Buy
+165
New +$1.84K ﹤0.01% 2361

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

Action Point Financial Planning's PTEN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Patterson-UTI (PTEN) in Q2 2026: 165 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #2361 among its holdings.

435 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Action Point Financial Planning held 165 shares of Patterson-UTI worth $1.48K as of Q2 2026.
  • Patterson-UTI was a new Action Point Financial Planning position in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2361 holding.
  • 435 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.