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Westside Investment Management’s Patterson-UTI PTEN Stock Holding History

Westside Investment Management’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 		$22.8K Hold
2,485
– – ﹤0.01% 881
2026
Q1 		$26.4K Sell
2,485
-83
-3% -$711 ﹤0.01% 794
2025
Q4 		$16.6K Buy
2,568
+83
+3% +$496 ﹤0.01% 936
2025
Q3 		$13.3K Buy
2,485
+1,339
+117% +$7.7K ﹤0.01% 1021
2025
Q2 		$6.99K Buy
+1,146
New +$6.9K ﹤0.01% 1075
2018
Q4 		– Sell
-1,087
Closed -$19.4K – 779
2018
Q3 		$19.4K Buy
1,087
+193
+22% +$3.31K 0.01% 363
2018
Q2 		$15.5K Hold
894
– – 0.01% 461
2018
Q1 		$15.1K Buy
894
+370
+71% +$7.72K 0.01% 448
2017
Q4 		$12.7K Buy
+524
New +$10.9K 0.01% 513

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

Westside Investment Management's PTEN Position: Q2 2026 in Review

Westside Investment Management held its Patterson-UTI (PTEN) position steady in Q2 2026 at 2,485 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Westside Investment Management first reported a position in PTEN in Q4 2017 and has held it in 9 quarters since. The position peaked at $26.4K in Q1 2026. 438 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Westside Investment Management held 2,485 shares of Patterson-UTI worth $22.8K as of Q2 2026.
  • Westside Investment Management left its Patterson-UTI share count unchanged in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #881 holding.
  • Westside Investment Management first reported a position in Patterson-UTI in Q4 2017 and has held it in 9 quarters since.
  • Westside Investment Management's Patterson-UTI position peaked at $26.4K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.