Creative Planning
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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
2026
Q2 		$688 Buy
+2,500
New +$27.9K ﹤0.01% 4279
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
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

Creative Planning's PTEN Position: Q2 2026 in Review

Creative Planning increased its Patterson-UTI (PTEN) stake by 35% in Q2 2026, buying an estimated $2.22M and bringing the position to 769,111 shares worth $7.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Creative Planning first reported a position in PTEN in Q2 2013 and has held it in 51 quarters since. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Creative Planning held 769,111 shares of Patterson-UTI worth $7.06M as of Q2 2026.
  • Creative Planning bought 198,613 Patterson-UTI shares in Q2 2026, an estimated $2.22M.
  • Patterson-UTI made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1139 holding.
  • Creative Planning first reported a position in Patterson-UTI in Q2 2013 and has held it in 51 quarters since.
  • 438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.