NewEdge Advisors’s Patterson-UTI PTEN Stock Holding History

NewEdge 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	$2.24K	Buy	244 +200	+455%	+$2.23K	﹤0.01%	3892
2026 Q1	$477	Hold	44	–	–	﹤0.01%	3999
2025 Q4	$269	Hold	44	–	–	﹤0.01%	4119
2025 Q3	$228	Hold	44	–	–	﹤0.01%	4002
2025 Q2	$261	Sell	44 -309	-88%	-$1.86K	﹤0.01%	3864
2025 Q1	$2.9K	Hold	353	–	–	﹤0.01%	3430
2024 Q4	$2.92K	Buy	353 +309	+702%	+$2.48K	﹤0.01%	3378
2024 Q3	$337	Sell	44 -51	-54%	-$470	﹤0.01%	3647
2024 Q2	$984	Hold	95	–	–	﹤0.01%	3471
2024 Q1	$1.13K	Hold	95	–	–	﹤0.01%	3474
2023 Q4	$1.03K	Hold	95	–	–	﹤0.01%	3460
2023 Q3	$1.31K	Hold	95	–	–	﹤0.01%	3129
2023 Q2	$1.14K	Hold	95	–	–	﹤0.01%	3219
2023 Q1	$1.11K	Sell	95 -370	-80%	-$5.4K	﹤0.01%	3142
2022 Q4	$6.23K	Buy	+465	New	+$7.67K	﹤0.01%	2520

Other funds holding PTEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NewEdge Advisors's PTEN Position: Q2 2026 in Review

NewEdge Advisors increased its Patterson-UTI (PTEN) stake by 455% in Q2 2026, buying an estimated $2.23K and bringing the position to 244 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3892.

NewEdge Advisors first reported a position in PTEN in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.23K in Q4 2022. 324 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

NewEdge Advisors held 244 shares of Patterson-UTI worth $2.24K as of Q2 2026.
NewEdge Advisors bought 200 Patterson-UTI shares in Q2 2026, an estimated $2.23K.
Patterson-UTI made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3892 holding.
NewEdge Advisors first reported a position in Patterson-UTI in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Patterson-UTI position peaked at $6.23K in Q4 2022.
324 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

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