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Callan Family Office’s Patterson-UTI PTEN Stock Holding History

Callan Family Office’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 		$376K Buy
40,908
+163
+0.4% +$1.82K 0.01% 920
2026
Q1 		$441K Buy
40,745
+1,684
+4% +$14.4K 0.01% 811
2025
Q4 		$239K Buy
+39,061
New +$233K 0.01% 998
2025
Q3 		– Sell
-35,390
Closed -$210K – 927
2025
Q2 		$210K Buy
+35,390
New +$213K 0.01% 881

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 $3.38T AUM 44.17% 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

Callan Family Office's PTEN Position: Q2 2026 in Review

Callan Family Office increased its Patterson-UTI (PTEN) stake by 0.4% in Q2 2026, buying an estimated $1.82K and bringing the position to 40,908 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #920.

Callan Family Office first reported a position in PTEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $441K in Q1 2026. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Callan Family Office held 40,908 shares of Patterson-UTI worth $376K as of Q2 2026.
  • Callan Family Office bought 163 Patterson-UTI shares in Q2 2026, an estimated $1.82K.
  • Patterson-UTI made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #920 holding.
  • Callan Family Office first reported a position in Patterson-UTI in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Patterson-UTI position peaked at $441K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.