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Rothschild Investment LLC’s Patterson-UTI PTEN Stock Holding History

Rothschild Investment LLC’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 		$22.5K Buy
2,456
+726
+42% +$8.1K ﹤0.01% 1516
2026
Q1 		$18.7K Buy
1,730
+326
+23% +$2.79K ﹤0.01% 1444
2025
Q4 		$8.58K Buy
1,404
+169
+14% +$1.01K ﹤0.01% 1629
2025
Q3 		$6.4K Sell
1,235
-310
-20% -$1.78K ﹤0.01% 1613
2025
Q2 		$9.16K Sell
1,545
-230
-13% -$1.39K ﹤0.01% 1247
2025
Q1 		$14.6K Buy
1,775
+305
+21% +$2.56K ﹤0.01% 1079
2024
Q4 		$12.1K Sell
1,470
-60
-4% -$481 ﹤0.01% 1118
2024
Q3 		$11.7K Sell
1,530
-30,930
-95% -$285K ﹤0.01% 1120
2024
Q2 		$336K Buy
32,460
+130
+0.4% +$1.43K 0.02% 401
2024
Q1 		$386K Buy
32,330
+30
+0.1% +$333 0.03% 368
2023
Q4 		$349K Hold
32,300
– – 0.03% 332
2023
Q3 		$447K Buy
+32,300
New +$473K 0.04% 314

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rothschild Investment LLC's PTEN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Patterson-UTI (PTEN) stake by 42% in Q2 2026, buying an estimated $8.1K and bringing the position to 2,456 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Rothschild Investment LLC first reported a position in PTEN in Q3 2023 and has held it in 12 quarters since. The position peaked at $447K in Q3 2023. 405 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Rothschild Investment LLC held 2,456 shares of Patterson-UTI worth $22.5K as of Q2 2026.
  • Rothschild Investment LLC bought 726 Patterson-UTI shares in Q2 2026, an estimated $8.1K.
  • Patterson-UTI made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1516 holding.
  • Rothschild Investment LLC first reported a position in Patterson-UTI in Q3 2023 and has held it in 12 quarters since.
  • Rothschild Investment LLC's Patterson-UTI position peaked at $447K in Q3 2023.
  • 405 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.