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Legacy Wealth Asset Management’s Patterson-UTI PTEN Stock Holding History

Legacy Wealth Asset 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 		– Sell
-11,121
Closed -$120K – 400
2026
Q1 		$120K Sell
11,121
-5,938
-35% -$50.8K 0.03% 374
2025
Q4 		$104K Buy
17,059
+762
+5% +$4.55K 0.03% 365
2025
Q3 		$84.4K Buy
16,297
+219
+1% +$1.26K 0.02% 358
2025
Q2 		$95.3K Sell
16,078
-1,245
-7% -$7.5K 0.02% 348
2025
Q1 		$142K Buy
+17,323
New +$145K 0.04% 337

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

Legacy Wealth Asset Management's PTEN Position: Q2 2026 in Review

Legacy Wealth Asset Management sold out of Patterson-UTI (PTEN) in Q2 2026, closing a stake of 11,121 shares — an estimated $120K sold.

Legacy Wealth Asset Management first reported a position in PTEN in Q1 2025 and held it in 5 quarters. The position peaked at $142K in Q1 2025. 437 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Legacy Wealth Asset Management reported no remaining Patterson-UTI position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 11,121 Patterson-UTI shares in Q2 2026, an estimated $120K.
  • Legacy Wealth Asset Management first reported a position in Patterson-UTI in Q1 2025 and held it in 5 quarters.
  • Legacy Wealth Asset Management's Patterson-UTI position peaked at $142K in Q1 2025.
  • 437 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.