Atria Investments’s Patterson-UTI PTEN Stock Holding History

Atria Investments’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 Q1	$605K	Buy	55,818 +17,535	+46%	+$150K	0.01%	1338
2025 Q4	$234K	Buy	38,283 +962	+3%	+$5.74K	﹤0.01%	1892
2025 Q3	$193K	Buy	37,321 +978	+3%	+$5.62K	﹤0.01%	1956
2025 Q2	$216K	Buy	36,343 +4,337	+14%	+$26.1K	﹤0.01%	1886
2025 Q1	$263K	Sell	32,006 -2,825	-8%	-$23.7K	﹤0.01%	1696
2024 Q4	$288K	Buy	34,831 +1,252	+4%	+$10K	﹤0.01%	1615
2024 Q3	$257K	Sell	33,579 -22,163	-40%	-$204K	﹤0.01%	1692
2024 Q2	$577K	Buy	+55,742	New	+$611K	0.01%	1228
2018 Q4	–	Sell	-31,087	Closed	-$532K	–	990
2018 Q3	$532K	Buy	31,087 +8,235	+36%	+$141K	0.02%	578
2018 Q2	$411K	Buy	+22,852	New	+$458K	0.02%	632

Other funds holding PTEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.38B AUM 72.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return