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

Quotient 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
2026
Q1 		$167K Buy
15,383
+127
+0.8% +$1.09K ﹤0.01% 364
2025
Q4 		$93.2K Sell
15,256
-4,219
-22% -$25.2K ﹤0.01% 345
2025
Q3 		$101K Hold
19,475
– – ﹤0.01% 354
2025
Q2 		$115K Sell
19,475
-9,552
-33% -$57.5K ﹤0.01% 340
2025
Q1 		$239K Buy
+29,027
New +$244K 0.01% 301

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Quotient Wealth Partners's PTEN Position: Q1 2026 in Review

Quotient Wealth Partners increased its Patterson-UTI (PTEN) stake by 0.83% in Q1 2026, buying an estimated $1.09K and bringing the position to 15,383 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Quotient Wealth Partners first reported a position in PTEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $239K in Q1 2025. 410 funds tracked by Wall St. Rank hold PTEN as of Q1 2026.

  • Quotient Wealth Partners held 15,383 shares of Patterson-UTI worth $167K as of Q1 2026.
  • Quotient Wealth Partners bought 127 Patterson-UTI shares in Q1 2026, an estimated $1.09K.
  • Patterson-UTI made up ﹤0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #364 holding.
  • Quotient Wealth Partners first reported a position in Patterson-UTI in Q1 2025 and has held it in 5 quarters since.
  • Quotient Wealth Partners's Patterson-UTI position peaked at $239K in Q1 2025.
  • 410 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.