Pinnacle Wealth Planning Services’s Patterson-UTI PTEN Stock Holding History

Pinnacle Wealth Planning 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
2026 Q3	$265K	Buy	24,290 +532	+2%	+$5.84K	0.03%	394
2026 Q2	$218K	Buy	23,758 +1,181	+5%	+$13.2K	0.02%	486
2026 Q1	$245K	Buy	22,577 +10,972	+95%	+$93.9K	0.03%	404
2025 Q4	$70.9K	Sell	11,605 -4,534	-28%	-$27.1K	0.01%	982
2025 Q3	$83.6K	Buy	+16,139	New	+$92.8K	0.01%	473
2024 Q3	–	Sell	-10,366	Closed	-$107K	–	553
2024 Q2	$107K	Sell	10,366 -698	-6%	-$7.65K	0.02%	477
2024 Q1	$132K	Buy	+11,064	New	+$123K	0.02%	465
2023 Q4	–	Sell	-10,368	Closed	-$143K	–	512
2023 Q3	$143K	Buy	+10,368	New	+$152K	0.02%	383
2021 Q1	–	Sell	-40	Closed	–	–	1556
2020 Q4	$0	Buy	+40	New	+$157	﹤0.01%	2301

Other funds holding PTEN

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's PTEN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Patterson-UTI (PTEN) stake by 2.2% in Q3 2026, buying an estimated $5.84K and bringing the position to 24,290 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #394.

Pinnacle Wealth Planning Services first reported a position in PTEN in Q4 2020 and has held it in 9 quarters since. 112 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

Pinnacle Wealth Planning Services held 24,290 shares of Patterson-UTI worth $265K as of Q3 2026.
Pinnacle Wealth Planning Services bought 532 Patterson-UTI shares in Q3 2026, an estimated $5.84K.
Patterson-UTI made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #394 holding.
Pinnacle Wealth Planning Services first reported a position in Patterson-UTI in Q4 2020 and has held it in 9 quarters since.
112 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.