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TD Private Client Wealth’s Patterson-UTI PTEN Stock Holding History

TD Private Client Wealth’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 		$523 Buy
+57
New +$636 ﹤0.01% 1560
2020
Q2 		– Sell
-408
Closed -$959 – 1152
2020
Q1 		$959 Buy
408
+63
+18% +$408 ﹤0.01% 937
2019
Q4 		$3.62K Buy
+345
New +$3.12K ﹤0.01% 848

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

TD Private Client Wealth's PTEN Position: Q2 2026 in Review

TD Private Client Wealth opened a new position in Patterson-UTI (PTEN) in Q2 2026: 57 shares worth $523. The stake represents ﹤0.01% of the portfolio and ranks #1560 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in PTEN as recently as Q1 2020.

TD Private Client Wealth first reported a position in PTEN in Q4 2019 and has held it in 3 quarters since. The position peaked at $3.62K in Q4 2019. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • TD Private Client Wealth held 57 shares of Patterson-UTI worth $523 as of Q2 2026.
  • Patterson-UTI was a new TD Private Client Wealth position in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1560 holding.
  • TD Private Client Wealth first reported a position in Patterson-UTI in Q4 2019 and has held it in 3 quarters since.
  • TD Private Client Wealth's Patterson-UTI position peaked at $3.62K in Q4 2019.
  • 438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.