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EP Wealth Advisors’s Patterson-UTI PTEN Stock Holding History

EP Wealth 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 		$328K Buy
+35,684
New +$398K ﹤0.01% 1237

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

EP Wealth Advisors's PTEN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Patterson-UTI (PTEN) in Q2 2026: 35,684 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings.

437 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • EP Wealth Advisors held 35,684 shares of Patterson-UTI worth $328K as of Q2 2026.
  • Patterson-UTI was a new EP Wealth Advisors position in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1237 holding.
  • 437 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.