LFG
PTEN icon

Larson Financial Group’s Patterson-UTI PTEN Stock Holding History

Larson Financial Group’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 		$8.25K Sell
899
-63
-7% -$703 ﹤0.01% 2527
2026
Q1 		$10.4K Buy
962
+64
+7% +$548 ﹤0.01% 2231
2025
Q4 		$5.49K Buy
898
+26
+3% +$155 ﹤0.01% 2419
2025
Q3 		$4.52K Sell
872
-189
-18% -$1.09K ﹤0.01% 2394
2025
Q2 		$6.29K Buy
1,061
+1,023
+2,692% +$6.16K ﹤0.01% 1997
2025
Q1 		$312 Hold
38
– – ﹤0.01% 2686
2024
Q4 		$314 Hold
38
– – ﹤0.01% 2320
2024
Q3 		$291 Hold
38
– – ﹤0.01% 2259
2024
Q2 		$394 Buy
+38
New +$417 ﹤0.01% 1896

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

Larson Financial Group's PTEN Position: Q2 2026 in Review

Larson Financial Group reduced its Patterson-UTI (PTEN) stake by 6.5% in Q2 2026, selling an estimated $703 and leaving 899 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Larson Financial Group first reported a position in PTEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.4K in Q1 2026. 437 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Larson Financial Group held 899 shares of Patterson-UTI worth $8.25K as of Q2 2026.
  • Larson Financial Group sold 63 Patterson-UTI shares in Q2 2026, an estimated $703.
  • Patterson-UTI made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2527 holding.
  • Larson Financial Group first reported a position in Patterson-UTI in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Patterson-UTI position peaked at $10.4K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.