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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
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

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

Gilpin Wealth Management's PTEN Position: Q2 2026 in Review

Gilpin Wealth Management increased its Patterson-UTI (PTEN) stake by 5.1% in Q2 2026, buying an estimated $22 and bringing the position to 41 shares worth $377. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Gilpin Wealth Management first reported a position in PTEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $423 in Q1 2026. 436 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Gilpin Wealth Management held 41 shares of Patterson-UTI worth $377 as of Q2 2026.
  • Gilpin Wealth Management bought 2 Patterson-UTI shares in Q2 2026, an estimated $22.
  • Patterson-UTI made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #763 holding.
  • Gilpin Wealth Management first reported a position in Patterson-UTI in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Patterson-UTI position peaked at $423 in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.