EP
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Essential Partners’s Patterson-UTI PTEN Stock Holding History

Essential Partners’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 		$18.9K Buy
2,064
+757
+58% +$8.45K 0.01% 933
2026
Q1 		$14.2K Sell
1,307
-3
-0.2% -$26 ﹤0.01% 1073
2025
Q4 		$8K Buy
1,310
+704
+116% +$4.2K ﹤0.01% 1251
2025
Q3 		$3.14K Sell
606
-191
-24% -$1.1K ﹤0.01% 1618
2025
Q2 		$4.73K Buy
+797
New +$4.8K ﹤0.01% 1069

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

Essential Partners's PTEN Position: Q2 2026 in Review

Essential Partners increased its Patterson-UTI (PTEN) stake by 58% in Q2 2026, buying an estimated $8.45K and bringing the position to 2,064 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #933.

Essential Partners first reported a position in PTEN in Q2 2025 and has held it in 5 quarters since. 437 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Essential Partners held 2,064 shares of Patterson-UTI worth $18.9K as of Q2 2026.
  • Essential Partners bought 757 Patterson-UTI shares in Q2 2026, an estimated $8.45K.
  • Patterson-UTI made up 0.01% of Essential Partners's portfolio in Q2 2026, its #933 holding.
  • Essential Partners first reported a position in Patterson-UTI in Q2 2025 and has held it in 5 quarters since.
  • 437 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.