Physician Wealth Advisors’s Patterson-UTI PTEN Stock Holding History

Physician Wealth 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	$15.2K	Buy	1,659 +82	+5%	+$915	﹤0.01%	756
2026 Q1	$17.1K	Buy	1,577 +68	+5%	+$582	﹤0.01%	662
2025 Q4	$9.22K	Buy	+1,509	New	+$9.01K	﹤0.01%	800
2025 Q3	–	Sell	-274	Closed	-$1.63K	–	2020
2025 Q2	$1.63K	Buy	+274	New	+$1.65K	﹤0.01%	1137

Other funds holding PTEN

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

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

YIH

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FCBT

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

Physician Wealth Advisors's PTEN Position: Q2 2026 in Review

Physician Wealth Advisors increased its Patterson-UTI (PTEN) stake by 5.2% in Q2 2026, buying an estimated $915 and bringing the position to 1,659 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Physician Wealth Advisors first reported a position in PTEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.1K in Q1 2026. 56 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

Physician Wealth Advisors held 1,659 shares of Patterson-UTI worth $15.2K as of Q2 2026.
Physician Wealth Advisors bought 82 Patterson-UTI shares in Q2 2026, an estimated $915.
Patterson-UTI made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #756 holding.
Physician Wealth Advisors first reported a position in Patterson-UTI in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Patterson-UTI position peaked at $17.1K in Q1 2026.
56 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.