Avantax Advisory Services’s Patterson-UTI PTEN Stock Holding History

Avantax Advisory Services’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
2025 Q2	$185K	Buy	31,237 +6,087	+24%	+$36.6K	﹤0.01%	2224
2025 Q1	$207K	Buy	25,150 +9,452	+60%	+$79.3K	﹤0.01%	2088
2024 Q4	$130K	Buy	15,698 +1,436	+10%	+$11.5K	﹤0.01%	2105
2024 Q3	$109K	Buy	14,262 +3,497	+32%	+$32.2K	﹤0.01%	2067
2024 Q2	$112K	Buy	+10,765	New	+$118K	﹤0.01%	2006
2023 Q1	–	Sell	-12,388	Closed	-$209K	–	1529
2022 Q4	$209K	Buy	+12,388	New	+$204K	﹤0.01%	1284

Other funds holding PTEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

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

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

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Avantax Advisory Services's PTEN Position: Q2 2025 in Review

Avantax Advisory Services increased its Patterson-UTI (PTEN) stake by 24% in Q2 2025, buying an estimated $36.6K and bringing the position to 31,237 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Avantax Advisory Services first reported a position in PTEN in Q4 2022 and has held it in 6 quarters since. The position peaked at $209K in Q4 2022. 361 funds tracked by Wall St. Rank hold PTEN as of Q2 2025.

Avantax Advisory Services held 31,237 shares of Patterson-UTI worth $185K as of Q2 2025.
Avantax Advisory Services bought 6,087 Patterson-UTI shares in Q2 2025, an estimated $36.6K.
Patterson-UTI made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2224 holding.
Avantax Advisory Services first reported a position in Patterson-UTI in Q4 2022 and has held it in 6 quarters since.
Avantax Advisory Services's Patterson-UTI position peaked at $209K in Q4 2022.
361 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.