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 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 -336,450	-71%	-$2.82M	0.76%	36
2024 Q4	$3.92M	Buy	474,124 +219,797	+86%	+$1.76M	1.25%	19
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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.38B AUM 72.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return