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Gallagher Fiduciary Advisors’s Patterson-UTI PTEN Stock Holding History

Gallagher Fiduciary Advisors’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
Q2 		$346K Buy
37,693
+2,835
+8% +$31.6K 0.01% 274
2026
Q1 		$378K Buy
34,858
+12,211
+54% +$105K 0.01% 222
2025
Q4 		$138K Buy
22,647
+1,815
+9% +$10.8K ﹤0.01% 322
2025
Q3 		$108K Buy
20,832
+453
+2% +$2.6K ﹤0.01% 304
2025
Q2 		$121K Buy
20,379
+3,861
+23% +$23.2K ﹤0.01% 314
2025
Q1 		$136K Buy
16,518
+1,662
+11% +$13.9K ﹤0.01% 298
2024
Q4 		$123K Buy
14,856
+1,731
+13% +$13.9K 0.02% 291
2024
Q3 		$100K Buy
13,125
+3,072
+31% +$28.3K 0.02% 270
2024
Q2 		$104K Buy
+10,053
New +$110K 0.02% 252

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Gallagher Fiduciary Advisors's PTEN Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Patterson-UTI (PTEN) stake by 8.1% in Q2 2026, buying an estimated $31.6K and bringing the position to 37,693 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #274.

Gallagher Fiduciary Advisors first reported a position in PTEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $378K in Q1 2026. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Gallagher Fiduciary Advisors held 37,693 shares of Patterson-UTI worth $346K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 2,835 Patterson-UTI shares in Q2 2026, an estimated $31.6K.
  • Patterson-UTI made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #274 holding.
  • Gallagher Fiduciary Advisors first reported a position in Patterson-UTI in Q2 2024 and has held it in 9 quarters since.
  • Gallagher Fiduciary Advisors's Patterson-UTI position peaked at $378K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.