LRI Investments’s Patterson-UTI PTEN Stock Holding History

LRI Investments’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	$24.6K	Buy	2,678 +8	+0.3%	+$89	﹤0.01%	709
2026 Q1	$28.9K	Sell	2,670 -957	-26%	-$8.19K	﹤0.01%	614
2025 Q4	$22.2K	Buy	3,627 +158	+5%	+$943	﹤0.01%	676
2025 Q3	$18K	Hold	3,469	–	–	﹤0.01%	744
2025 Q2	$20.6K	Buy	3,469 +146	+4%	+$879	﹤0.01%	701
2025 Q1	$27.3K	Hold	3,323	–	–	﹤0.01%	621
2024 Q4	$27.4K	Buy	3,323 +234	+8%	+$1.88K	﹤0.01%	619
2024 Q3	$25.5K	Buy	3,089 +979	+46%	+$9.02K	﹤0.01%	613
2024 Q2	$21.9K	Buy	2,110 +1,394	+195%	+$15.3K	﹤0.01%	591
2024 Q1	$8.55K	Buy	+716	New	+$7.95K	﹤0.01%	540

Other funds holding PTEN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $598M AUM 18% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return