F/M Investments’s Patterson-UTI PTEN Stock Holding History

F/M Investments’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 Q1	–	Sell	-377,323	Closed	-$2.31M	–	420
2025 Q4	$2.31M	Sell	377,323 -10,318	-3%	-$61.6K	0.09%	217
2025 Q3	$2.01M	Sell	387,641 -1,975	-0.5%	-$11.4K	0.08%	244
2025 Q2	$2.31M	Buy	389,616 +1,447	+0.4%	+$8.71K	0.08%	218
2025 Q1	$3.19M	Buy	388,169 +10,131	+3%	+$85K	0.13%	168
2024 Q4	$3.12M	Sell	378,038 -110,745	-23%	-$888K	0.12%	167
2024 Q3	$3.74M	Sell	488,783 -61,240	-11%	-$564K	0.12%	182
2024 Q2	$5.7M	Buy	+550,023	New	+$6.03M	0.21%	152

Other funds holding PTEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

F/M Investments's PTEN Position: Q1 2026 in Review

F/M Investments sold out of Patterson-UTI (PTEN) in Q1 2026, closing a stake of 377,323 shares — an estimated $2.31M sold.

F/M Investments first reported a position in PTEN in Q2 2024 and held it in 7 quarters. The position peaked at $5.7M in Q2 2024. 415 funds tracked by Wall St. Rank hold PTEN as of Q1 2026.

F/M Investments reported no remaining Patterson-UTI position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 377,323 Patterson-UTI shares in Q1 2026, an estimated $2.31M.
F/M Investments first reported a position in Patterson-UTI in Q2 2024 and held it in 7 quarters.
F/M Investments's Patterson-UTI position peaked at $5.7M in Q2 2024.
415 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.