FFO
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Fortitude Family Office’s Patterson-UTI PTEN Stock Holding History

Fortitude Family Office’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 		$7.83K Buy
717
+660
+1,158% +$7.24K ﹤0.01% 1339
2026
Q2 		$523 Buy
+57
New +$636 ﹤0.01% 1969
2025
Q4 		– Sell
-727
Closed -$3.77K – 2084
2025
Q3 		$3.77K Hold
727
– – ﹤0.01% 924
2025
Q2 		$4.31K Sell
727
-666
-48% -$4.01K ﹤0.01% 845
2025
Q1 		$11.4K Hold
1,393
– – ﹤0.01% 507
2024
Q4 		$11.5K Buy
1,393
+1,110
+392% +$8.9K ﹤0.01% 589
2024
Q3 		$2.17K Sell
283
-1,808
-86% -$16.7K ﹤0.01% 987
2024
Q2 		$21.7K Hold
2,091
– – 0.01% 294
2024
Q1 		$25K Buy
2,091
+1,594
+321% +$17.7K 0.02% 246
2023
Q4 		$5.37K Buy
+497
New +$6.04K ﹤0.01% 592

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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 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

Fortitude Family Office's PTEN Position: Q3 2026 in Review

Fortitude Family Office increased its Patterson-UTI (PTEN) stake by 1,158% in Q3 2026, buying an estimated $7.24K and bringing the position to 717 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Fortitude Family Office first reported a position in PTEN in Q4 2023 and has held it in 10 quarters since. The position peaked at $25K in Q1 2024. 35 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

  • Fortitude Family Office held 717 shares of Patterson-UTI worth $7.83K as of Q3 2026.
  • Fortitude Family Office bought 660 Patterson-UTI shares in Q3 2026, an estimated $7.24K.
  • Patterson-UTI made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1339 holding.
  • Fortitude Family Office first reported a position in Patterson-UTI in Q4 2023 and has held it in 10 quarters since.
  • Fortitude Family Office's Patterson-UTI position peaked at $25K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.