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

EverSource 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 		$25.1K Buy
2,738
+452
+20% +$5.04K ﹤0.01% 2268
2026
Q1 		$24.8K Sell
2,286
-298
-12% -$2.55K ﹤0.01% 2373
2025
Q4 		$15.8K Buy
2,584
+349
+16% +$2.08K ﹤0.01% 2545
2025
Q3 		$11.6K Sell
2,235
-6,386
-74% -$36.7K ﹤0.01% 2734
2025
Q2 		$51.1K Buy
8,621
+7,171
+495% +$43.2K ﹤0.01% 1598
2025
Q1 		$11.9K Buy
1,450
+374
+35% +$3.14K ﹤0.01% 2015
2024
Q4 		$8.89K Sell
1,076
-42
-4% -$337 ﹤0.01% 2059
2024
Q3 		$8.55K Sell
1,118
-72
-6% -$663 ﹤0.01% 1956
2024
Q2 		$13.1K Buy
1,190
+175
+17% +$1.92K ﹤0.01% 1719
2024
Q1 		$11K Sell
1,015
-401
-28% -$4.45K ﹤0.01% 1643
2023
Q4 		$15.3K Buy
1,416
+167
+13% +$2.03K ﹤0.01% 1373
2023
Q3 		$17.3K Sell
1,249
-23
-2% -$336 ﹤0.01% 1179
2023
Q2 		$15.2K Buy
1,272
+261
+26% +$2.95K ﹤0.01% 1256
2023
Q1 		$11.8K Sell
1,011
-248
-20% -$3.62K ﹤0.01% 1282
2022
Q4 		$21.2K Hold
1,259
– – ﹤0.01% 1047
2022
Q3 		$14K Buy
1,259
+342
+37% +$4.89K ﹤0.01% 1027
2022
Q2 		$14K Buy
917
+107
+13% +$1.8K ﹤0.01% 940
2022
Q1 		$13K Hold
810
– – ﹤0.01% 882
2021
Q4 		$7K Buy
+810
New +$6.98K ﹤0.01% 1133

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

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

EverSource Wealth Advisors increased its Patterson-UTI (PTEN) stake by 20% in Q2 2026, buying an estimated $5.04K and bringing the position to 2,738 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

EverSource Wealth Advisors first reported a position in PTEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $51.1K in Q2 2025. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • EverSource Wealth Advisors held 2,738 shares of Patterson-UTI worth $25.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 452 Patterson-UTI shares in Q2 2026, an estimated $5.04K.
  • Patterson-UTI made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2268 holding.
  • EverSource Wealth Advisors first reported a position in Patterson-UTI in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Patterson-UTI position peaked at $51.1K in Q2 2025.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.