TWD
PTEN icon

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
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

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

True Wealth Design's PTEN Position: Q2 2026 in Review

True Wealth Design increased its Patterson-UTI (PTEN) stake by 559% in Q2 2026, buying an estimated $4.24K and bringing the position to 448 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

True Wealth Design first reported a position in PTEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.74K in Q1 2025. 437 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • True Wealth Design held 448 shares of Patterson-UTI worth $4.11K as of Q2 2026.
  • True Wealth Design bought 380 Patterson-UTI shares in Q2 2026, an estimated $4.24K.
  • Patterson-UTI made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1413 holding.
  • True Wealth Design first reported a position in Patterson-UTI in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Patterson-UTI position peaked at $4.74K in Q1 2025.
  • 437 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.