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Clearstead Advisors’s Patterson-UTI PTEN Stock Holding History

Clearstead 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 		$1.07K Buy
+117
New +$1.3K ﹤0.01% 2664
2025
Q4 		– Sell
-642
Closed -$3.33K – 3152
2025
Q3 		$3.33K Buy
642
+623
+3,279% +$3.58K ﹤0.01% 2307
2025
Q2 		$113 Buy
+19
New +$114 ﹤0.01% 2607

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

Clearstead Advisors's PTEN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Patterson-UTI (PTEN) in Q2 2026: 117 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #2664 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PTEN as recently as Q3 2025.

Clearstead Advisors first reported a position in PTEN in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.33K in Q3 2025. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Clearstead Advisors held 117 shares of Patterson-UTI worth $1.07K as of Q2 2026.
  • Patterson-UTI was a new Clearstead Advisors position in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2664 holding.
  • Clearstead Advisors first reported a position in Patterson-UTI in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Patterson-UTI position peaked at $3.33K in Q3 2025.
  • 438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.