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

Private 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 Q1	$1.22K	Hold	113	–	–	﹤0.01%	1205
2025 Q4	$691	Buy	113 +25	+28%	+$149	﹤0.01%	1340
2025 Q3	$456	Hold	88	–	–	﹤0.01%	1429
2025 Q2	$522	Sell	88 -734	-89%	-$4.42K	﹤0.01%	1421
2025 Q1	$6.76K	Buy	822 +404	+97%	+$3.39K	﹤0.01%	608
2024 Q4	$3.45K	Buy	418 +361	+633%	+$2.9K	﹤0.01%	889
2024 Q3	$437	Sell	57 -609	-91%	-$5.61K	﹤0.01%	1438
2024 Q2	$6.9K	Buy	666 +581	+684%	+$6.37K	﹤0.01%	581
2024 Q1	$1.01K	Hold	85	–	–	﹤0.01%	1263
2023 Q4	$918	Buy	+85	New	+$1.03K	﹤0.01%	1316

Other funds holding PTEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sourcerock Group Denver, Colorado $2.38B AUM 72.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return