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Ritholtz Wealth Management’s Patterson-UTI PTEN Stock Holding History

Ritholtz Wealth Management’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 		$215K Buy
23,473
+10,842
+86% +$121K ﹤0.01% 1210
2026
Q1 		$137K Buy
+12,631
New +$108K ﹤0.01% 1161
2025
Q2 		– Sell
-18,660
Closed -$153K – 1032
2025
Q1 		$153K Buy
+18,660
New +$157K ﹤0.01% 888

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

Ritholtz Wealth Management's PTEN Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Patterson-UTI (PTEN) stake by 86% in Q2 2026, buying an estimated $121K and bringing the position to 23,473 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Ritholtz Wealth Management first reported a position in PTEN in Q1 2025 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Ritholtz Wealth Management held 23,473 shares of Patterson-UTI worth $215K as of Q2 2026.
  • Ritholtz Wealth Management bought 10,842 Patterson-UTI shares in Q2 2026, an estimated $121K.
  • Patterson-UTI made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1210 holding.
  • Ritholtz Wealth Management first reported a position in Patterson-UTI in Q1 2025 and has held it in 3 quarters since.
  • 438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.