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Valued Wealth Advisors’s Patterson-UTI PTEN Stock Holding History

Valued Wealth Advisors’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 		$22.6K Buy
2,465
+386
+19% +$4.31K 0.01% 185
2026
Q1 		$22.5K Buy
+2,079
New +$17.8K 0.01% 166

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's PTEN Position: Q2 2026 in Review

Valued Wealth Advisors increased its Patterson-UTI (PTEN) stake by 19% in Q2 2026, buying an estimated $4.31K and bringing the position to 2,465 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #185.

Valued Wealth Advisors first reported a position in PTEN in Q1 2026 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Valued Wealth Advisors held 2,465 shares of Patterson-UTI worth $22.6K as of Q2 2026.
  • Valued Wealth Advisors bought 386 Patterson-UTI shares in Q2 2026, an estimated $4.31K.
  • Patterson-UTI made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • Valued Wealth Advisors first reported a position in Patterson-UTI in Q1 2026 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.