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Integrated Wealth Concepts’s Patterson-UTI PTEN Stock Holding History

Integrated Wealth Concepts’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 		$96.1K Buy
+10,467
New +$117K ﹤0.01% 2326
2025
Q3 		– Sell
-10,233
Closed -$60.7K – 2076
2025
Q2 		$60.7K Buy
+10,233
New +$61.6K ﹤0.01% 1857

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's PTEN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Patterson-UTI (PTEN) in Q2 2026: 10,467 shares worth $96.1K. The stake represents ﹤0.01% of the portfolio and ranks #2326 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PTEN as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in PTEN in Q2 2025 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Integrated Wealth Concepts held 10,467 shares of Patterson-UTI worth $96.1K as of Q2 2026.
  • Patterson-UTI was a new Integrated Wealth Concepts position in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2326 holding.
  • Integrated Wealth Concepts first reported a position in Patterson-UTI in Q2 2025 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.