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Prestige Wealth Management Group’s Patterson-UTI PTEN Stock Holding History

Prestige Wealth Management Group’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 		$6.98K Hold
760
– – ﹤0.01% 509
2026
Q1 		$8.23K Hold
760
– – ﹤0.01% 462
2025
Q4 		$4.64K Buy
760
+582
+327% +$3.48K ﹤0.01% 594
2025
Q3 		$923 Buy
+178
New +$1.02K ﹤0.01% 858
2025
Q2 		– Sell
-334
Closed -$2.75K – 1054
2025
Q1 		$2.75K Buy
334
+203
+155% +$1.7K ﹤0.01% 680
2024
Q4 		$1.08K Buy
+131
New +$1.05K ﹤0.01% 872
2024
Q3 		– Sell
-228
Closed -$2.36K – 1045
2024
Q2 		$2.36K Buy
228
+74
+48% +$811 ﹤0.01% 688
2024
Q1 		$1.84K Buy
+154
New +$1.71K ﹤0.01% 765

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Prestige Wealth Management Group's PTEN Position: Q2 2026 in Review

Prestige Wealth Management Group held its Patterson-UTI (PTEN) position steady in Q2 2026 at 760 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Prestige Wealth Management Group first reported a position in PTEN in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.23K in Q1 2026. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Prestige Wealth Management Group held 760 shares of Patterson-UTI worth $6.98K as of Q2 2026.
  • Prestige Wealth Management Group left its Patterson-UTI share count unchanged in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #509 holding.
  • Prestige Wealth Management Group first reported a position in Patterson-UTI in Q1 2024 and has held it in 8 quarters since.
  • Prestige Wealth Management Group's Patterson-UTI position peaked at $8.23K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.