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Rise Advisors’s Patterson-UTI PTEN Stock Holding History

Rise 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
2025
Q4 		– Sell
-1,556
Closed -$8.06K – 1113
2025
Q3 		$8.06K Buy
1,556
+22
+1% +$126 ﹤0.01% 1081
2025
Q2 		$9.1K Buy
1,534
+19
+1% +$114 ﹤0.01% 1037
2025
Q1 		$12.5K Buy
1,515
+483
+47% +$4.05K 0.01% 833
2024
Q4 		$8.52K Sell
1,032
-129
-11% -$1.03K ﹤0.01% 1009
2024
Q3 		$8.88K Buy
1,161
+11
+1% +$101 ﹤0.01% 1024
2024
Q2 		$11.9K Buy
1,150
+10
+0.9% +$110 0.01% 940
2024
Q1 		$13.6K Buy
1,140
+1,003
+732% +$11.1K 0.01% 918
2023
Q4 		$1.48K Buy
137
+1
+0.7% +$12 ﹤0.01% 486
2023
Q3 		$1.88K Buy
+136
New +$1.99K ﹤0.01% 476

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $39B AUM 18.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's PTEN Position: Q4 2025 in Review

Rise Advisors sold out of Patterson-UTI (PTEN) in Q4 2025, closing a stake of 1,556 shares — an estimated $8.06K sold.

Rise Advisors first reported a position in PTEN in Q3 2023 and held it in 9 quarters. The position peaked at $13.6K in Q1 2024. 373 funds tracked by Wall St. Rank hold PTEN as of Q4 2025.

  • Rise Advisors reported no remaining Patterson-UTI position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,556 Patterson-UTI shares in Q4 2025, an estimated $8.06K.
  • Rise Advisors first reported a position in Patterson-UTI in Q3 2023 and held it in 9 quarters.
  • Rise Advisors's Patterson-UTI position peaked at $13.6K in Q1 2024.
  • 373 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.