CMA
PTEN icon

Cedar Mountain Advisors’s Patterson-UTI PTEN Stock Holding History

Cedar Mountain 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 		$1.79K Hold
195
– – ﹤0.01% 865
2026
Q1 		$2.11K Hold
195
– – ﹤0.01% 813
2025
Q4 		$1.19K Hold
195
– – ﹤0.01% 476
2025
Q3 		$1.01K Buy
+195
New +$1.12K ﹤0.01% 528

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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cedar Mountain Advisors's PTEN Position: Q2 2026 in Review

Cedar Mountain Advisors held its Patterson-UTI (PTEN) position steady in Q2 2026 at 195 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Cedar Mountain Advisors first reported a position in PTEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.11K in Q1 2026. 38 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Cedar Mountain Advisors held 195 shares of Patterson-UTI worth $1.79K as of Q2 2026.
  • Cedar Mountain Advisors left its Patterson-UTI share count unchanged in Q2 2026.
  • Patterson-UTI made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #865 holding.
  • Cedar Mountain Advisors first reported a position in Patterson-UTI in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's Patterson-UTI position peaked at $2.11K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.