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Mirabella Financial Services’s Patterson-UTI PTEN Stock Holding History

Mirabella Financial Services’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
Q4 		– Sell
-29,045
Closed -$150K – 767
2025
Q3 		$150K Buy
+29,045
New +$167K 0.01% 241
2024
Q2 		– Sell
-30,377
Closed -$363K – 644
2024
Q1 		$363K Sell
30,377
-13,206
-30% -$147K 0.03% 350
2023
Q4 		$471K Buy
+43,583
New +$530K 0.06% 219

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirabella Financial Services's PTEN Position: Q4 2025 in Review

Mirabella Financial Services sold out of Patterson-UTI (PTEN) in Q4 2025, closing a stake of 29,045 shares — an estimated $150K sold.

Mirabella Financial Services first reported a position in PTEN in Q4 2023 and held it in 3 quarters. The position peaked at $471K in Q4 2023. 373 funds tracked by Wall St. Rank hold PTEN as of Q4 2025.

  • Mirabella Financial Services reported no remaining Patterson-UTI position as of Q4 2025 after selling out during the quarter.
  • Mirabella Financial Services sold 29,045 Patterson-UTI shares in Q4 2025, an estimated $150K.
  • Mirabella Financial Services first reported a position in Patterson-UTI in Q4 2023 and held it in 3 quarters.
  • Mirabella Financial Services's Patterson-UTI position peaked at $471K in Q4 2023.
  • 373 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2025.

Based on Mirabella Financial Services's 13F filing for Q4 2025, filed 17 Feb 2026.