Wealth Enhancement Advisory Services’s Patterson-UTI PTEN Stock Holding History

Wealth Enhancement Advisory Services’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	$845K	Buy	89,975 +38,400	+74%	+$428K	﹤0.01%	2203
2026 Q1	$547K	Buy	51,575 +3,962	+8%	+$33.9K	﹤0.01%	2246
2025 Q4	$316K	Buy	47,613 +28,052	+143%	+$167K	﹤0.01%	2873
2025 Q3	$116K	Sell	19,561 -19,925	-50%	-$115K	﹤0.01%	3303
2025 Q2	$249K	Sell	39,486 -22,702	-37%	-$137K	﹤0.01%	2802
2025 Q1	$511K	Buy	62,188 +41,418	+199%	+$348K	﹤0.01%	2056
2024 Q4	$172K	Buy	20,770 +4,719	+29%	+$37.9K	﹤0.01%	2728
2024 Q3	$123K	Sell	16,051 -2,487	-13%	-$22.9K	﹤0.01%	2523
2024 Q2	$192K	Buy	18,538 +2,086	+13%	+$22.9K	﹤0.01%	2310
2024 Q1	$196K	Sell	16,452 -1,099	-6%	-$12.2K	﹤0.01%	2209
2023 Q4	$190K	Sell	17,551 -5,641	-24%	-$68.6K	﹤0.01%	2100
2023 Q3	$321K	Buy	+23,192	New	+$339K	﹤0.01%	1700
2019 Q3	–	Sell	-119,436	Closed	-$1.22M	–	231
2019 Q2	$1.22M	Buy	+119,436	New	+$1.54M	0.05%	133

Other funds holding PTEN

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's PTEN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Patterson-UTI (PTEN) stake by 74% in Q2 2026, buying an estimated $428K and bringing the position to 89,975 shares worth $845K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Wealth Enhancement Advisory Services first reported a position in PTEN in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.22M in Q2 2019. 52 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

Wealth Enhancement Advisory Services held 89,975 shares of Patterson-UTI worth $845K as of Q2 2026.
Wealth Enhancement Advisory Services bought 38,400 Patterson-UTI shares in Q2 2026, an estimated $428K.
Patterson-UTI made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2203 holding.
Wealth Enhancement Advisory Services first reported a position in Patterson-UTI in Q2 2019 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Patterson-UTI position peaked at $1.22M in Q2 2019.
52 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.