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Forum Financial Management’s Patterson-UTI PTEN Stock Holding History

Forum Financial Management’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
2025
Q2 		– Sell
-11,972
Closed -$98.4K – 980
2025
Q1 		$98.4K Buy
+11,972
New +$100K ﹤0.01% 850

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Forum Financial Management's PTEN Position: Q2 2025 in Review

Forum Financial Management sold out of Patterson-UTI (PTEN) in Q2 2025, closing a stake of 11,972 shares — an estimated $98.4K sold.

Forum Financial Management first reported a position in PTEN in Q1 2025 and held it in 1 quarter. The position peaked at $98.4K in Q1 2025. 361 funds tracked by Wall St. Rank hold PTEN as of Q2 2025.

  • Forum Financial Management reported no remaining Patterson-UTI position as of Q2 2025 after selling out during the quarter.
  • Forum Financial Management sold 11,972 Patterson-UTI shares in Q2 2025, an estimated $98.4K.
  • Forum Financial Management first reported a position in Patterson-UTI in Q1 2025 and held it in 1 quarter.
  • Forum Financial Management's Patterson-UTI position peaked at $98.4K in Q1 2025.
  • 361 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2025.

Based on Forum Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.