Sequoia Financial Advisors’s Patterson-UTI PTEN Stock Holding History

Sequoia Financial 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
2026 Q2	$203K	Buy	22,147 +11,458	+107%	+$128K	﹤0.01%	1980
2026 Q1	$116K	Buy	+10,689	New	+$91.5K	﹤0.01%	1843
2025 Q2	–	Sell	-36,561	Closed	-$301K	–	1631
2025 Q1	$301K	Buy	36,561 +4,691	+15%	+$39.4K	﹤0.01%	1060
2024 Q4	$263K	Buy	31,870 +12,322	+63%	+$98.8K	﹤0.01%	1075
2024 Q3	$150K	Buy	19,548 +1,879	+11%	+$17.3K	﹤0.01%	1196
2024 Q2	$183K	Sell	17,669 -1,814	-9%	-$19.9K	﹤0.01%	1114
2024 Q1	$233K	Sell	19,483 -14,425	-43%	-$160K	﹤0.01%	980
2023 Q4	$366K	Buy	33,908 +20,996	+163%	+$255K	﹤0.01%	849
2023 Q3	$179K	Buy	+12,912	New	+$189K	﹤0.01%	876

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's PTEN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Patterson-UTI (PTEN) stake by 107% in Q2 2026, buying an estimated $128K and bringing the position to 22,147 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Sequoia Financial Advisors first reported a position in PTEN in Q3 2023 and has held it in 9 quarters since. The position peaked at $366K in Q4 2023. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

Sequoia Financial Advisors held 22,147 shares of Patterson-UTI worth $203K as of Q2 2026.
Sequoia Financial Advisors bought 11,458 Patterson-UTI shares in Q2 2026, an estimated $128K.
Patterson-UTI made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1980 holding.
Sequoia Financial Advisors first reported a position in Patterson-UTI in Q3 2023 and has held it in 9 quarters since.
Sequoia Financial Advisors's Patterson-UTI position peaked at $366K in Q4 2023.
439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.