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 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

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 Wealth Planning Services's PTEN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Patterson-UTI (PTEN) stake by 5.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 23,758 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #486.

Pinnacle Wealth Planning Services first reported a position in PTEN in Q4 2020 and has held it in 8 quarters since. The position peaked at $245K in Q1 2026. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

Pinnacle Wealth Planning Services held 23,758 shares of Patterson-UTI worth $218K as of Q2 2026.
Pinnacle Wealth Planning Services bought 1,181 Patterson-UTI shares in Q2 2026, an estimated $13.2K.
Patterson-UTI made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #486 holding.
Pinnacle Wealth Planning Services first reported a position in Patterson-UTI in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Patterson-UTI position peaked at $245K in Q1 2026.
438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.