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Beacon Investment Advisory Services’s Patterson-UTI PTEN Stock Holding History

Beacon Investment 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
2026
Q2 		$9.18K Hold
1,000
– – ﹤0.01% 632
2026
Q1 		$10.8K Buy
+1,000
New +$8.56K ﹤0.01% 635

Other funds holding PTEN

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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

Beacon Investment Advisory Services's PTEN Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Patterson-UTI (PTEN) position steady in Q2 2026 at 1,000 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Beacon Investment Advisory Services first reported a position in PTEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.8K in Q1 2026. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Beacon Investment Advisory Services held 1,000 shares of Patterson-UTI worth $9.18K as of Q2 2026.
  • Beacon Investment Advisory Services left its Patterson-UTI share count unchanged in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #632 holding.
  • Beacon Investment Advisory Services first reported a position in Patterson-UTI in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Patterson-UTI position peaked at $10.8K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.