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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
Q3 		$22.8K Buy
2,086
+22
+1% +$241 0.01% 865
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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Essential Partners's PTEN Position: Q3 2026 in Review

Essential Partners increased its Patterson-UTI (PTEN) stake by 1.1% in Q3 2026, buying an estimated $241 and bringing the position to 2,086 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #865.

Essential Partners first reported a position in PTEN in Q2 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

  • Essential Partners held 2,086 shares of Patterson-UTI worth $22.8K as of Q3 2026.
  • Essential Partners bought 22 Patterson-UTI shares in Q3 2026, an estimated $241.
  • Patterson-UTI made up 0.01% of Essential Partners's portfolio in Q3 2026, its #865 holding.
  • Essential Partners first reported a position in Patterson-UTI in Q2 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.