GWM
PTEN icon

Gilpin Wealth Management’s Patterson-UTI PTEN Stock Holding History

Gilpin Wealth 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
2026
Q3 		$426 Sell
39
-2
-5% -$22 ﹤0.01% 897
2026
Q2 		$377 Buy
41
+2
+5% +$22 ﹤0.01% 763
2026
Q1 		$423 Buy
39
+21
+117% +$180 ﹤0.01% 671
2025
Q4 		$110 Buy
+18
New +$107 ﹤0.01% 811

Other funds holding PTEN

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Gilpin Wealth Management's PTEN Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Patterson-UTI (PTEN) stake by 4.9% in Q3 2026, selling an estimated $22 and leaving 39 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Gilpin Wealth Management first reported a position in PTEN in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

  • Gilpin Wealth Management held 39 shares of Patterson-UTI worth $426 as of Q3 2026.
  • Gilpin Wealth Management sold 2 Patterson-UTI shares in Q3 2026, an estimated $22.
  • Patterson-UTI made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #897 holding.
  • Gilpin Wealth Management first reported a position in Patterson-UTI in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.