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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
2026
Q2 		$3.59M Buy
+390,653
New +$4.36M 0.04% 412
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 $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

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

Kingsview Wealth Management opened a new position in Patterson-UTI (PTEN) in Q2 2026: 390,653 shares worth $3.59M. The stake represents 0.04% of the portfolio and ranks #412 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in PTEN as recently as Q3 2025.

Kingsview Wealth Management first reported a position in PTEN in Q4 2023 and has held it in 4 quarters since. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Kingsview Wealth Management held 390,653 shares of Patterson-UTI worth $3.59M as of Q2 2026.
  • Patterson-UTI was a new Kingsview Wealth Management position in Q2 2026.
  • Patterson-UTI made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #412 holding.
  • Kingsview Wealth Management first reported a position in Patterson-UTI in Q4 2023 and has held it in 4 quarters since.
  • 438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.