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Mount Yale Investment Advisors’s Patterson-UTI PTEN Stock Holding History

Mount Yale Investment 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
2026
Q2 		$304K Buy
+33,139
New +$370K 0.01% 972
2022
Q3 		– Sell
-15,936
Closed -$251K – 471
2022
Q2 		$251K Sell
15,936
-538
-3% -$9.03K 0.03% 401
2022
Q1 		$255K Buy
+16,474
New +$208K 0.03% 407

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's PTEN Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Patterson-UTI (PTEN) in Q2 2026: 33,139 shares worth $304K. The stake represents 0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in PTEN as recently as Q2 2022.

Mount Yale Investment Advisors first reported a position in PTEN in Q1 2022 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Mount Yale Investment Advisors held 33,139 shares of Patterson-UTI worth $304K as of Q2 2026.
  • Patterson-UTI was a new Mount Yale Investment Advisors position in Q2 2026.
  • Patterson-UTI made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #972 holding.
  • Mount Yale Investment Advisors first reported a position in Patterson-UTI in Q1 2022 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.