Plante Moran Financial Advisors’s Patterson-UTI PTEN Stock Holding History

Plante Moran Financial 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	$716	Buy	+78	New	+$870	﹤0.01%	1003
2025 Q1	–	Sell	-592	Closed	-$4.89K	–	927
2024 Q4	$4.89K	Hold	592	–	–	﹤0.01%	689
2024 Q3	$4.53K	Sell	592 -59	-9%	-$544	﹤0.01%	693
2024 Q2	$6.74K	Hold	651	–	–	﹤0.01%	619
2024 Q1	$7.77K	Hold	651	–	–	﹤0.01%	637
2023 Q4	$7.03K	Hold	651	–	–	﹤0.01%	606
2023 Q3	$9.01K	Hold	651	–	–	﹤0.01%	539
2023 Q2	$7.79K	Hold	651	–	–	﹤0.01%	582
2023 Q1	$7.62K	Hold	651	–	–	﹤0.01%	599
2022 Q4	$11K	Hold	651	–	–	﹤0.01%	567
2022 Q3	$8K	Hold	651	–	–	﹤0.01%	625
2022 Q2	$10K	Hold	651	–	–	﹤0.01%	612
2022 Q1	$10K	Hold	651	–	–	﹤0.01%	605
2021 Q4	$6K	Buy	651 +59	+10%	+$508	﹤0.01%	793
2021 Q3	$5K	Hold	592	–	–	﹤0.01%	789
2021 Q2	$6K	Hold	592	–	–	﹤0.01%	762
2021 Q1	$4K	Hold	592	–	–	﹤0.01%	822
2020 Q4	$3K	Buy	+592	New	+$2.33K	﹤0.01%	752
2017 Q1	–	Sell	-216	Closed	-$6K	–	997
2016 Q4	$6K	Buy	216 +13	+6%	+$321	﹤0.01%	685
2016 Q3	$5K	Buy	203 +62	+44%	+$1.25K	﹤0.01%	706
2016 Q2	$3K	Hold	141	–	–	﹤0.01%	735
2016 Q1	$2K	Buy	+141	New	+$2.1K	﹤0.01%	739

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's PTEN Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Patterson-UTI (PTEN) in Q2 2026: 78 shares worth $716. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PTEN as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in PTEN in Q1 2016 and has held it in 22 quarters since. The position peaked at $11K in Q4 2022. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

Plante Moran Financial Advisors held 78 shares of Patterson-UTI worth $716 as of Q2 2026.
Patterson-UTI was a new Plante Moran Financial Advisors position in Q2 2026.
Patterson-UTI made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1003 holding.
Plante Moran Financial Advisors first reported a position in Patterson-UTI in Q1 2016 and has held it in 22 quarters since.
Plante Moran Financial Advisors's Patterson-UTI position peaked at $11K in Q4 2022.
439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.