Envestnet Portfolio Solutions
PTEN icon

Envestnet Portfolio Solutions’s Patterson-UTI PTEN Stock Holding History

Envestnet Portfolio Solutions’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 		$398K Sell
43,347
-720
-2% -$8.03K ﹤0.01% 1073
2026
Q1 		$477K Sell
44,067
-862
-2% -$7.38K ﹤0.01% 925
2025
Q4 		$275K Sell
44,929
-2,477
-5% -$14.8K ﹤0.01% 1333
2025
Q3 		$246K Buy
47,406
+18,213
+62% +$105K ﹤0.01% 1336
2025
Q2 		$173K Buy
+29,193
New +$176K ﹤0.01% 1505

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

Envestnet Portfolio Solutions's PTEN Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Patterson-UTI (PTEN) stake by 1.6% in Q2 2026, selling an estimated $8.03K and leaving 43,347 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Envestnet Portfolio Solutions first reported a position in PTEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $477K in Q1 2026. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Envestnet Portfolio Solutions held 43,347 shares of Patterson-UTI worth $398K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 720 Patterson-UTI shares in Q2 2026, an estimated $8.03K.
  • Patterson-UTI made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1073 holding.
  • Envestnet Portfolio Solutions first reported a position in Patterson-UTI in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's Patterson-UTI position peaked at $477K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.