Creative Planning’s Patterson-UTI PTEN Stock Holding History

Creative Planning’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
2020 Q3	–	Sell	-7,500	Closed	-$1K	–	2238
2020 Q2	$1K	Buy	+7,500	New	+$25.9K	﹤0.01%	1998

Other funds holding PTEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Creative Planning's PTEN Position: Q1 2026 in Review

Creative Planning increased its Patterson-UTI (PTEN) stake by 106% in Q1 2026, buying an estimated $2.52M and bringing the position to 570,498 shares worth $6.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Creative Planning first reported a position in PTEN in Q2 2013 and has held it in 50 quarters since. 410 funds tracked by Wall St. Rank hold PTEN as of Q1 2026.

Creative Planning held 570,498 shares of Patterson-UTI worth $6.18M as of Q1 2026.
Creative Planning bought 294,172 Patterson-UTI shares in Q1 2026, an estimated $2.52M.
Patterson-UTI made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1028 holding.
Creative Planning first reported a position in Patterson-UTI in Q2 2013 and has held it in 50 quarters since.
410 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.