Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Patterson-UTI PTEN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,086
Closed -$5.63K – 2416
2025
Q3 		$5.63K Buy
+1,086
New +$6.24K ﹤0.01% 2279

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Fuller & Thaler Asset Management
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American Century Companies
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SG
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State Street
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s PTEN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Patterson-UTI (PTEN) in Q4 2025, closing a stake of 1,086 shares — an estimated $5.63K sold.

Wealthspire Advisors (New York) first reported a position in PTEN in Q3 2025 and held it in 1 quarter. The position peaked at $5.63K in Q3 2025. 373 funds tracked by Wall St. Rank hold PTEN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Patterson-UTI position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,086 Patterson-UTI shares in Q4 2025, an estimated $5.63K.
  • Wealthspire Advisors (New York) first reported a position in Patterson-UTI in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Patterson-UTI position peaked at $5.63K in Q3 2025.
  • 373 funds tracked by Wall St. Rank held Patterson-UTI as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.