True Wealth Design’s Patterson-UTI PTEN Stock Holding History

True Wealth Design’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 Q3	$4.29K	Sell	393 -55	-12%	-$604	﹤0.01%	1402
2026 Q2	$4.11K	Buy	448 +380	+559%	+$4.24K	﹤0.01%	1413
2026 Q1	$737	Hold	68	–	–	﹤0.01%	1913
2025 Q4	$416	Hold	68	–	–	﹤0.01%	2011
2025 Q3	$353	Sell	68 -202	-75%	-$1.16K	﹤0.01%	2120
2025 Q2	$1.6K	Sell	270 -306	-53%	-$1.84K	﹤0.01%	1269
2025 Q1	$4.74K	Buy	+576	New	+$4.83K	﹤0.01%	703

Other funds holding PTEN

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's PTEN Position: Q3 2026 in Review

True Wealth Design reduced its Patterson-UTI (PTEN) stake by 12% in Q3 2026, selling an estimated $604 and leaving 393 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

True Wealth Design first reported a position in PTEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.74K in Q1 2025. 37 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

True Wealth Design held 393 shares of Patterson-UTI worth $4.29K as of Q3 2026.
True Wealth Design sold 55 Patterson-UTI shares in Q3 2026, an estimated $604.
Patterson-UTI made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1402 holding.
True Wealth Design first reported a position in Patterson-UTI in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Patterson-UTI position peaked at $4.74K in Q1 2025.
37 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.