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Global Wealth Strategies & Associates’s Patterson-UTI PTEN Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-752
Closed -$8.14K – 370
2026
Q1 		$8.14K Buy
+752
New +$6.44K ﹤0.01% 328

Other funds holding PTEN

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PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Global Wealth Strategies & Associates's PTEN Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Patterson-UTI (PTEN) in Q2 2026, closing a stake of 752 shares — an estimated $8.14K sold.

Global Wealth Strategies & Associates first reported a position in PTEN in Q1 2026 and held it in 1 quarter. The position peaked at $8.14K in Q1 2026. 112 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Patterson-UTI position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 752 Patterson-UTI shares in Q2 2026, an estimated $8.14K.
  • Global Wealth Strategies & Associates first reported a position in Patterson-UTI in Q1 2026 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Patterson-UTI position peaked at $8.14K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.