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Stratos Wealth Partners’s Patterson-UTI PTEN Stock Holding History

Stratos Wealth Partners’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 		– Sell
-13,578
Closed -$83K – 1682
2025
Q4 		$83K Hold
13,578
– – ﹤0.01% 1558
2025
Q3 		$70.3K Hold
13,578
– – ﹤0.01% 1528
2025
Q2 		$80.5K Buy
+13,578
New +$81.7K ﹤0.01% 1392
2018
Q4 		– Sell
-1,415
Closed -$24K – 2082
2018
Q3 		$24K Buy
+1,415
New +$24.3K ﹤0.01% 1796
2018
Q2 		– Sell
-1,415
Closed -$25K – 2175
2018
Q1 		$25K Hold
1,415
– – ﹤0.01% 1932
2017
Q4 		$33K Buy
+1,415
New +$29.3K ﹤0.01% 1719

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

Stratos Wealth Partners's PTEN Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Patterson-UTI (PTEN) in Q1 2026, closing a stake of 13,578 shares — an estimated $83K sold.

Stratos Wealth Partners first reported a position in PTEN in Q4 2017 and held it in 6 quarters. The position peaked at $83K in Q4 2025. 410 funds tracked by Wall St. Rank hold PTEN as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Patterson-UTI position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 13,578 Patterson-UTI shares in Q1 2026, an estimated $83K.
  • Stratos Wealth Partners first reported a position in Patterson-UTI in Q4 2017 and held it in 6 quarters.
  • Stratos Wealth Partners's Patterson-UTI position peaked at $83K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Patterson-UTI as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.