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

Kingsview 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
2025
Q4 		– Sell
-109,073
Closed -$565K – 1312
2025
Q3 		$565K Sell
109,073
-411,975
-79% -$2.37M 0.01% 767
2025
Q2 		$3.09M Buy
+521,048
New +$3.14M 0.05% 340
2024
Q1 		– Sell
-141,665
Closed -$1.53M – 1056
2023
Q4 		$1.53M Buy
+141,665
New +$1.72M 0.05% 343

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's PTEN Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Patterson-UTI (PTEN) in Q4 2025, closing a stake of 109,073 shares — an estimated $565K sold.

Kingsview Wealth Management first reported a position in PTEN in Q4 2023 and held it in 3 quarters. The position peaked at $3.09M in Q2 2025. 372 funds tracked by Wall St. Rank hold PTEN as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Patterson-UTI position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 109,073 Patterson-UTI shares in Q4 2025, an estimated $565K.
  • Kingsview Wealth Management first reported a position in Patterson-UTI in Q4 2023 and held it in 3 quarters.
  • Kingsview Wealth Management's Patterson-UTI position peaked at $3.09M in Q2 2025.
  • 372 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.