Root Financial Partners’s Patterson-UTI PTEN Stock Holding History

Root Financial 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 Q2	–	Sell	-226	Closed	-$2.45K	–	2482
2026 Q1	$2.45K	Buy	+226	New	+$1.94K	﹤0.01%	2227

Other funds holding PTEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Root Financial Partners's PTEN Position: Q2 2026 in Review

Root Financial Partners sold out of Patterson-UTI (PTEN) in Q2 2026, closing a stake of 226 shares — an estimated $2.45K sold.

Root Financial Partners first reported a position in PTEN in Q1 2026 and held it in 1 quarter. The position peaked at $2.45K in Q1 2026. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

Root Financial Partners reported no remaining Patterson-UTI position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 226 Patterson-UTI shares in Q2 2026, an estimated $2.45K.
Root Financial Partners first reported a position in Patterson-UTI in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Patterson-UTI position peaked at $2.45K in Q1 2026.
438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.