Lido Advisors
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Lido Advisors’s Patterson-UTI PTEN Stock Holding History

Lido Advisors’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
Q3 		– Sell
-12,931
Closed -$76.7K – 1887
2025
Q2 		$76.7K Sell
12,931
-420
-3% -$2.53K ﹤0.01% 1606
2025
Q1 		$110K Sell
13,351
-11
-0.1% -$92 ﹤0.01% 1439
2024
Q4 		$110K Buy
+13,362
New +$107K ﹤0.01% 1438
2024
Q3 		– Sell
-19,669
Closed -$204K – 1536
2024
Q2 		$204K Sell
19,669
-1,409
-7% -$15.5K ﹤0.01% 1283
2024
Q1 		$252K Buy
21,078
+1,570
+8% +$17.4K ﹤0.01% 1169
2023
Q4 		$211K Sell
19,508
-833
-4% -$10.1K ﹤0.01% 1191
2023
Q3 		$282K Buy
+20,341
New +$298K ﹤0.01% 944

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $39B AUM 18.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lido Advisors's PTEN Position: Q3 2025 in Review

Lido Advisors sold out of Patterson-UTI (PTEN) in Q3 2025, closing a stake of 12,931 shares — an estimated $76.7K sold.

Lido Advisors first reported a position in PTEN in Q3 2023 and held it in 7 quarters. The position peaked at $282K in Q3 2023. 368 funds tracked by Wall St. Rank hold PTEN as of Q3 2025.

  • Lido Advisors reported no remaining Patterson-UTI position as of Q3 2025 after selling out during the quarter.
  • Lido Advisors sold 12,931 Patterson-UTI shares in Q3 2025, an estimated $76.7K.
  • Lido Advisors first reported a position in Patterson-UTI in Q3 2023 and held it in 7 quarters.
  • Lido Advisors's Patterson-UTI position peaked at $282K in Q3 2023.
  • 368 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2025.

Based on Lido Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.