GRP
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Global Retirement Partners’s Patterson-UTI PTEN Stock Holding History

Global Retirement 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
Q2 		$99.9K Buy
+10,884
New +$121K ﹤0.01% 2067
2025
Q4 		$61.8K Buy
10,120
+9,912
+4,765% +$59.2K ﹤0.01% 2228
2025
Q3 		$1.08K Hold
208
– – ﹤0.01% 3509
2025
Q2 		$1.23K Buy
+208
New +$1.25K ﹤0.01% 3389
2024
Q4 		$1.72K Sell
208
-109
-34% -$874 ﹤0.01% 3129
2024
Q3 		$2.42K Buy
317
+44
+16% +$405 ﹤0.01% 2876
2024
Q2 		$2.83K Buy
273
+8
+3% +$88 ﹤0.01% 2834
2024
Q1 		$3.16K Sell
265
-37
-12% -$411 ﹤0.01% 2565
2023
Q4 		$3.03K Hold
302
– – ﹤0.01% 2519
2023
Q3 		$3.72K Sell
302
-27,000
-99% -$395K ﹤0.01% 2298
2023
Q2 		$327K Hold
27,302
– – 0.02% 547
2023
Q1 		$281K Buy
27,302
+27,139
+16,650% +$396K 0.02% 559
2022
Q4 		$2.75K Hold
163
– – ﹤0.01% 2244
2022
Q3 		$3K Sell
163
-56
-26% -$800 ﹤0.01% 2139
2022
Q2 		$3K Buy
219
+70
+47% +$1.18K ﹤0.01% 2094
2022
Q1 		$3K Buy
+149
New +$1.88K ﹤0.01% 2091
2021
Q3 		– Sell
-5,000
Closed -$50K – 2044
2021
Q2 		$50K Sell
5,000
-13,000
-72% -$110K 0.01% 849
2021
Q1 		$128K Sell
18,000
-17,000
-49% -$120K 0.02% 508
2020
Q4 		$184K Sell
35,000
-15,000
-30% -$59K 0.02% 414
2020
Q3 		$143K Hold
50,000
– – 0.02% 420
2020
Q2 		$174K Buy
+50,000
New +$172K 0.03% 381
2020
Q1 		– Sell
-1,377
Closed -$14K – 1667
2019
Q4 		$14K Hold
1,377
– – ﹤0.01% 1075
2019
Q3 		$12K Buy
+1,377
New +$13.5K ﹤0.01% 1084
2018
Q4 		– Sell
-344
Closed -$6K – 1537
2018
Q3 		$6K Hold
344
– – ﹤0.01% 1192
2018
Q2 		$6K Buy
344
+60
+21% +$1.2K ﹤0.01% 1167
2018
Q1 		$5K Buy
284
+82
+41% +$1.71K ﹤0.01% 1159
2017
Q4 		$5K Buy
+202
New +$4.19K ﹤0.01% 1119

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 $3.38T AUM 44.17% 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

Global Retirement Partners's PTEN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Patterson-UTI (PTEN) in Q2 2026: 10,884 shares worth $99.9K. The stake represents ﹤0.01% of the portfolio and ranks #2067 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PTEN as recently as Q4 2025.

Global Retirement Partners first reported a position in PTEN in Q4 2017 and has held it in 27 quarters since. The position peaked at $327K in Q2 2023. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Global Retirement Partners held 10,884 shares of Patterson-UTI worth $99.9K as of Q2 2026.
  • Patterson-UTI was a new Global Retirement Partners position in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2067 holding.
  • Global Retirement Partners first reported a position in Patterson-UTI in Q4 2017 and has held it in 27 quarters since.
  • Global Retirement Partners's Patterson-UTI position peaked at $327K in Q2 2023.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.