Hara Capital
PTEN icon

Hara Capital’s Patterson-UTI PTEN Stock Holding History

Hara Capital’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 		$1.39M Sell
127,104
-1,550
-1% -$17K 0.67% 40
2026
Q2 		$1.18M Buy
128,654
+6,900
+6% +$77K 0.62% 43
2026
Q1 		$1.32M Sell
121,754
-48,484
-28% -$415K 0.66% 35
2025
Q4 		$1.04M Sell
170,238
-10,700
-6% -$63.9K 0.58% 39
2025
Q3 		$937K Buy
180,938
+19,195
+12% +$110K 0.55% 41
2025
Q2 		$959K Buy
161,743
+24,069
+17% +$145K 0.59% 39
2025
Q1 		$1.13M Sell
137,674
-96,433
-41% -$809K 0.76% 36
2024
Q4 		$1.93M Sell
234,107
-20,220
-8% -$162K 1.22% 20
2024
Q3 		$1.95M Buy
254,327
+48,974
+24% +$451K 1.21% 21
2024
Q2 		$2.13M Buy
205,353
+38,691
+23% +$424K 1.36% 20
2024
Q1 		$1.99M Buy
166,662
+60,172
+57% +$668K 1.19% 20
2023
Q4 		$1.15M Buy
+106,490
New +$1.29M 0.81% 29

Other funds holding PTEN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hara Capital's PTEN Position: Q3 2026 in Review

Hara Capital reduced its Patterson-UTI (PTEN) stake by 1.2% in Q3 2026, selling an estimated $17K and leaving 127,104 shares worth $1.39M. The position accounts for 0.67% of the portfolio, ranked #40.

Hara Capital first reported a position in PTEN in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.13M in Q2 2024. 241 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

  • Hara Capital held 127,104 shares of Patterson-UTI worth $1.39M as of Q3 2026.
  • Hara Capital sold 1,550 Patterson-UTI shares in Q3 2026, an estimated $17K.
  • Patterson-UTI made up 0.67% of Hara Capital's portfolio in Q3 2026, its #40 holding.
  • Hara Capital first reported a position in Patterson-UTI in Q4 2023 and has held it in 12 quarters since.
  • Hara Capital's Patterson-UTI position peaked at $2.13M in Q2 2024.
  • 241 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on Hara Capital's 13F filing for Q3 2026, filed 30 Oct 2026.