HB Wealth Management
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HB Wealth Management’s Patterson-UTI PTEN Stock Holding History

HB 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 		$157K Buy
17,150
+5,076
+42% +$56.6K ﹤0.01% 1625
2026
Q1 		$131K Buy
+12,074
New +$103K ﹤0.01% 1478

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

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

HB Wealth Management increased its Patterson-UTI (PTEN) stake by 42% in Q2 2026, buying an estimated $56.6K and bringing the position to 17,150 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

HB Wealth Management first reported a position in PTEN in Q1 2026 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • HB Wealth Management held 17,150 shares of Patterson-UTI worth $157K as of Q2 2026.
  • HB Wealth Management bought 5,076 Patterson-UTI shares in Q2 2026, an estimated $56.6K.
  • Patterson-UTI made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1625 holding.
  • HB Wealth Management first reported a position in Patterson-UTI in Q1 2026 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.