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Strategic Investment Solutions’s Patterson-UTI PTEN Stock Holding History

Strategic Investment Solutions’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
2025
Q4 		– Sell
-30
Closed -$155 – 651
2025
Q3 		$155 Hold
30
– – ﹤0.01% 580
2025
Q2 		$178 Hold
30
– – ﹤0.01% 575
2025
Q1 		$247 Hold
30
– – ﹤0.01% 594
2024
Q4 		$324 Hold
30
– – ﹤0.01% 607
2024
Q3 		$230 Hold
30
– – ﹤0.01% 602
2024
Q2 		$330 Buy
+30
New +$329 ﹤0.01% 571
2023
Q4 		$324 Buy
+30
New +$365 ﹤0.01% 1073

Other funds holding PTEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Investment Solutions's PTEN Position: Q4 2025 in Review

Strategic Investment Solutions sold out of Patterson-UTI (PTEN) in Q4 2025, closing a stake of 30 shares — an estimated $155 sold.

Strategic Investment Solutions first reported a position in PTEN in Q4 2023 and held it in 7 quarters. The position peaked at $330 in Q2 2024. 373 funds tracked by Wall St. Rank hold PTEN as of Q4 2025.

  • Strategic Investment Solutions reported no remaining Patterson-UTI position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 30 Patterson-UTI shares in Q4 2025, an estimated $155.
  • Strategic Investment Solutions first reported a position in Patterson-UTI in Q4 2023 and held it in 7 quarters.
  • Strategic Investment Solutions's Patterson-UTI position peaked at $330 in Q2 2024.
  • 373 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2025.

Based on Strategic Investment Solutions's 13F filing for Q4 2025, filed 27 Feb 2026.