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Pursue Wealth Partners’s Patterson-UTI PTEN Stock Holding History

Pursue Wealth Partners’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
2025
Q4 		– Sell
-46,668
Closed -$242K – 114
2025
Q3 		$242K Hold
46,668
– – 0.13% 103
2025
Q2 		$277K Hold
46,668
– – 0.16% 92
2025
Q1 		$384K Hold
46,668
– – 0.23% 71
2024
Q4 		$385K Sell
46,668
-45,000
-49% -$361K 0.22% 67
2024
Q3 		$701K Hold
91,668
– – 0.38% 49
2024
Q2 		$950K Hold
91,668
– – 0.52% 45
2024
Q1 		$1.09M Hold
91,668
– – 0.64% 38
2023
Q4 		$990K Hold
91,668
– – 0.64% 41
2023
Q3 		$1.27M Buy
+91,668
New +$1.34M 0.9% 29

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pursue Wealth Partners's PTEN Position: Q4 2025 in Review

Pursue Wealth Partners sold out of Patterson-UTI (PTEN) in Q4 2025, closing a stake of 46,668 shares — an estimated $242K sold.

Pursue Wealth Partners first reported a position in PTEN in Q3 2023 and held it in 9 quarters. The position peaked at $1.27M in Q3 2023. 372 funds tracked by Wall St. Rank hold PTEN as of Q4 2025.

  • Pursue Wealth Partners reported no remaining Patterson-UTI position as of Q4 2025 after selling out during the quarter.
  • Pursue Wealth Partners sold 46,668 Patterson-UTI shares in Q4 2025, an estimated $242K.
  • Pursue Wealth Partners first reported a position in Patterson-UTI in Q3 2023 and held it in 9 quarters.
  • Pursue Wealth Partners's Patterson-UTI position peaked at $1.27M in Q3 2023.
  • 372 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2025.

Based on Pursue Wealth Partners's 13F filing for Q4 2025, filed 26 Jan 2026.