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Basecamp Wealth Advisors’s Patterson-UTI PTEN Stock Holding History

Basecamp Wealth Advisors’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 		$15.4K Sell
1,674
-58
-3% -$647 ﹤0.01% 901
2026
Q1 		$18.8K Hold
1,732
– – ﹤0.01% 847
2025
Q4 		$10.6K Buy
+1,732
New +$10.3K ﹤0.01% 949

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

Basecamp Wealth Advisors's PTEN Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Patterson-UTI (PTEN) stake by 3.3% in Q2 2026, selling an estimated $647 and leaving 1,674 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Basecamp Wealth Advisors first reported a position in PTEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.8K in Q1 2026. 437 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Basecamp Wealth Advisors held 1,674 shares of Patterson-UTI worth $15.4K as of Q2 2026.
  • Basecamp Wealth Advisors sold 58 Patterson-UTI shares in Q2 2026, an estimated $647.
  • Patterson-UTI made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #901 holding.
  • Basecamp Wealth Advisors first reported a position in Patterson-UTI in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Patterson-UTI position peaked at $18.8K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.