SWGC
PTEN icon

Summit Wealth Group (Colorado)’s Patterson-UTI PTEN Stock Holding History

Summit Wealth Group (Colorado)’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
-13,745
Closed -$989K – 413
2025
Q3 		$989K Buy
+13,745
New +$79K 0.15% 96

Other funds holding PTEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $25.6B AUM 26.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PTEN Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Patterson-UTI (PTEN) in Q4 2025, closing a stake of 13,745 shares — an estimated $989K sold.

Summit Wealth Group (Colorado) first reported a position in PTEN in Q3 2025 and held it in 1 quarter. The position peaked at $989K in Q3 2025. 372 funds tracked by Wall St. Rank hold PTEN as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Patterson-UTI position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 13,745 Patterson-UTI shares in Q4 2025, an estimated $989K.
  • Summit Wealth Group (Colorado) first reported a position in Patterson-UTI in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Patterson-UTI position peaked at $989K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.