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

SilverOak 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 		– Sell
-17,874
Closed -$194K – 130
2026
Q1 		$194K Hold
17,874
– – 0.03% 120
2025
Q4 		$109K Buy
+17,874
New +$107K 0.02% 118

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

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

SilverOak Wealth Management sold out of Patterson-UTI (PTEN) in Q2 2026, closing a stake of 17,874 shares — an estimated $194K sold.

SilverOak Wealth Management first reported a position in PTEN in Q4 2025 and held it in 2 quarters. The position peaked at $194K in Q1 2026. 437 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • SilverOak Wealth Management reported no remaining Patterson-UTI position as of Q2 2026 after selling out during the quarter.
  • SilverOak Wealth Management sold 17,874 Patterson-UTI shares in Q2 2026, an estimated $194K.
  • SilverOak Wealth Management first reported a position in Patterson-UTI in Q4 2025 and held it in 2 quarters.
  • SilverOak Wealth Management's Patterson-UTI position peaked at $194K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.