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FourThought Financial Partners’s Patterson-UTI PTEN Stock Holding History

FourThought Financial Partners’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 		$142K Buy
13,123
+1,025
+8% +$8.78K 0.01% 375
2025
Q4 		$73.9K Buy
+12,098
New +$72.2K 0.01% 503

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

FourThought Financial Partners's PTEN Position: Q1 2026 in Review

FourThought Financial Partners increased its Patterson-UTI (PTEN) stake by 8.5% in Q1 2026, buying an estimated $8.78K and bringing the position to 13,123 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #375.

FourThought Financial Partners 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.

  • FourThought Financial Partners held 13,123 shares of Patterson-UTI worth $142K as of Q1 2026.
  • FourThought Financial Partners bought 1,025 Patterson-UTI shares in Q1 2026, an estimated $8.78K.
  • Patterson-UTI made up 0.01% of FourThought Financial Partners's portfolio in Q1 2026, its #375 holding.
  • FourThought Financial Partners 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 FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.