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Custom Index Systems’s Patterson-UTI PTEN Stock Holding History

Custom Index Systems’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
Q1 		$138K Sell
12,699
-2,897
-19% -$24.8K 0.06% 251
2025
Q4 		$95.3K Hold
15,596
– – 0.04% 238
2025
Q3 		$80.8K Hold
15,596
– – 0.02% 262
2025
Q2 		$92.5K Buy
15,596
+174
+1% +$1.05K 0.04% 231
2025
Q1 		$127K Buy
+15,422
New +$129K 0.06% 269

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Custom Index Systems's PTEN Position: Q1 2026 in Review

Custom Index Systems reduced its Patterson-UTI (PTEN) stake by 19% in Q1 2026, selling an estimated $24.8K and leaving 12,699 shares worth $138K. The position accounts for 0.06% of the portfolio, ranked #251.

Custom Index Systems first reported a position in PTEN in Q1 2025 and has held it in 5 quarters since. 410 funds tracked by Wall St. Rank hold PTEN as of Q1 2026.

  • Custom Index Systems held 12,699 shares of Patterson-UTI worth $138K as of Q1 2026.
  • Custom Index Systems sold 2,897 Patterson-UTI shares in Q1 2026, an estimated $24.8K.
  • Patterson-UTI made up 0.06% of Custom Index Systems's portfolio in Q1 2026, its #251 holding.
  • Custom Index Systems first reported a position in Patterson-UTI in Q1 2025 and has held it in 5 quarters since.
  • 410 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.