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Bell Investment Advisors’s Patterson-UTI PTEN Stock Holding History

Bell Investment 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
2025
Q4 		– Sell
-100
Closed -$518 – 1926
2025
Q3 		$518 Hold
100
– – ﹤0.01% 1756
2025
Q2 		$593 Hold
100
– – ﹤0.01% 1726
2025
Q1 		$822 Sell
100
-216
-68% -$1.81K ﹤0.01% 1616
2024
Q4 		$2.61K Buy
316
+12
+4% +$96 ﹤0.01% 1225
2024
Q3 		$2.33K Buy
304
+26
+9% +$240 ﹤0.01% 1287
2024
Q2 		$2.88K Hold
278
– – ﹤0.01% 1201
2024
Q1 		$3.32K Buy
278
+43
+18% +$478 ﹤0.01% 1129
2023
Q4 		$2.54K Hold
235
– – ﹤0.01% 1227
2023
Q3 		$3.25K Buy
235
+176
+298% +$2.58K ﹤0.01% 1038
2023
Q2 		$707 Hold
59
– – ﹤0.01% 1686
2023
Q1 		$691 Hold
59
– – ﹤0.01% 1675
2022
Q4 		$994 Hold
59
– – ﹤0.01% 1595
2022
Q3 		$1K Hold
59
– – ﹤0.01% 1535
2022
Q2 		$1K Buy
+59
New +$991 ﹤0.01% 1555
2021
Q4 		$0 Sell
59
-4
-6% -$34 ﹤0.01% 1913
2021
Q3 		$1K Buy
+63
New +$510 ﹤0.01% 1527

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Investment Advisors's PTEN Position: Q4 2025 in Review

Bell Investment Advisors sold out of Patterson-UTI (PTEN) in Q4 2025, closing a stake of 100 shares — an estimated $518 sold.

Bell Investment Advisors first reported a position in PTEN in Q3 2021 and held it in 16 quarters. The position peaked at $3.32K in Q1 2024. 373 funds tracked by Wall St. Rank hold PTEN as of Q4 2025.

  • Bell Investment Advisors reported no remaining Patterson-UTI position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 100 Patterson-UTI shares in Q4 2025, an estimated $518.
  • Bell Investment Advisors first reported a position in Patterson-UTI in Q3 2021 and held it in 16 quarters.
  • Bell Investment Advisors's Patterson-UTI position peaked at $3.32K in Q1 2024.
  • 373 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.