Pinnacle Associates’s Patterson-UTI PTEN Stock Holding History

Pinnacle Associates’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	–	Sell	-20,084	Closed	-$218K	–	1007
2026 Q1	$218K	Buy	+20,084	New	+$172K	﹤0.01%	891

Other funds holding PTEN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Pinnacle Associates's PTEN Position: Q2 2026 in Review

Pinnacle Associates sold out of Patterson-UTI (PTEN) in Q2 2026, closing a stake of 20,084 shares — an estimated $218K sold.

Pinnacle Associates first reported a position in PTEN in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

Pinnacle Associates reported no remaining Patterson-UTI position as of Q2 2026 after selling out during the quarter.
Pinnacle Associates sold 20,084 Patterson-UTI shares in Q2 2026, an estimated $218K.
Pinnacle Associates first reported a position in Patterson-UTI in Q1 2026 and held it in 1 quarter.
Pinnacle Associates's Patterson-UTI position peaked at $218K in Q1 2026.
438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.