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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

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

LRI Investments's PTEN Position: Q2 2026 in Review

LRI Investments increased its Patterson-UTI (PTEN) stake by 0.3% in Q2 2026, buying an estimated $89 and bringing the position to 2,678 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

LRI Investments first reported a position in PTEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $28.9K in Q1 2026. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • LRI Investments held 2,678 shares of Patterson-UTI worth $24.6K as of Q2 2026.
  • LRI Investments bought 8 Patterson-UTI shares in Q2 2026, an estimated $89.
  • Patterson-UTI made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #709 holding.
  • LRI Investments first reported a position in Patterson-UTI in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Patterson-UTI position peaked at $28.9K in Q1 2026.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.