SHIM
PTEN icon

Stone House Investment Management’s Patterson-UTI PTEN Stock Holding History

Stone House Investment 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
Q1 		$2.53K Hold
234
– – ﹤0.01% 561
2025
Q4 		$1.43K Hold
234
– – ﹤0.01% 595
2025
Q3 		$1.21K Buy
+234
New +$1.34K ﹤0.01% 541

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Stone House Investment Management's PTEN Position: Q1 2026 in Review

Stone House Investment Management held its Patterson-UTI (PTEN) position steady in Q1 2026 at 234 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Stone House Investment Management first reported a position in PTEN in Q3 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold PTEN as of Q1 2026.

  • Stone House Investment Management held 234 shares of Patterson-UTI worth $2.53K as of Q1 2026.
  • Stone House Investment Management left its Patterson-UTI share count unchanged in Q1 2026.
  • Patterson-UTI made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #561 holding.
  • Stone House Investment Management first reported a position in Patterson-UTI in Q3 2025 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.