Focus Partners Wealth
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Focus Partners Wealth’s Patterson-UTI PTEN Stock Holding History

Focus Partners Wealth’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 		$257K Buy
23,617
+4,265
+22% +$36.5K ﹤0.01% 2276
2025
Q4 		$118K Buy
+19,352
New +$116K ﹤0.01% 2532

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Focus Partners Wealth's PTEN Position: Q1 2026 in Review

Focus Partners Wealth increased its Patterson-UTI (PTEN) stake by 22% in Q1 2026, buying an estimated $36.5K and bringing the position to 23,617 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2276.

Focus Partners Wealth first reported a position in PTEN in Q4 2025 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold PTEN as of Q1 2026.

  • Focus Partners Wealth held 23,617 shares of Patterson-UTI worth $257K as of Q1 2026.
  • Focus Partners Wealth bought 4,265 Patterson-UTI shares in Q1 2026, an estimated $36.5K.
  • Patterson-UTI made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2276 holding.
  • Focus Partners Wealth first reported a position in Patterson-UTI in Q4 2025 and has held it in 2 quarters since.
  • 410 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.