CGH
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Crossmark Global Holdings’s Patterson-UTI PTEN Stock Holding History

Crossmark Global Holdings’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 		$191K Buy
20,854
+1
+0% +$11 ﹤0.01% 1239
2026
Q1 		$226K Sell
20,853
-130
-0.6% -$1.11K ﹤0.01% 1151
2025
Q4 		$128K Sell
20,983
-1
-0% -$6 ﹤0.01% 1205
2025
Q3 		$109K Hold
20,984
– – ﹤0.01% 1276
2025
Q2 		$124K Hold
20,984
– – ﹤0.01% 1304
2025
Q1 		$172K Sell
20,984
-273
-1% -$2.29K ﹤0.01% 1283
2024
Q4 		$176K Sell
21,257
-10
-0% -$80 ﹤0.01% 1224
2024
Q3 		$163K Hold
21,267
– – ﹤0.01% 1258
2024
Q2 		$221K Sell
21,267
-199
-0.9% -$2.18K ﹤0.01% 1197
2024
Q1 		$256K Sell
21,466
-214
-1% -$2.38K ﹤0.01% 1163
2023
Q4 		$234K Sell
21,680
-410
-2% -$4.99K ﹤0.01% 1190
2023
Q3 		$292K Buy
22,090
+5,446
+33% +$79.7K 0.01% 1025
2023
Q2 		$253K Sell
16,644
-586
-3% -$6.61K 0.01% 1140
2023
Q1 		$201K Sell
17,230
-23
-0.1% -$336 ﹤0.01% 1229
2022
Q4 		$291K Sell
17,253
-987
-5% -$16.3K 0.01% 1030
2022
Q3 		$213K Sell
18,240
-220
-1% -$3.14K 0.01% 1148
2022
Q2 		$291K Hold
18,460
– – 0.01% 1043
2022
Q1 		$285K Sell
18,460
-1,470
-7% -$18.5K 0.01% 1163
2021
Q4 		$168K Buy
19,930
+320
+2% +$2.76K ﹤0.01% 1340
2021
Q3 		$176K Hold
19,610
– – ﹤0.01% 1369
2021
Q2 		$195K Sell
19,610
-2,650
-12% -$22.4K ﹤0.01% 1383
2021
Q1 		$159K Sell
22,260
-7,040
-24% -$49.6K ﹤0.01% 1387
2020
Q4 		$154K Hold
29,300
– – ﹤0.01% 1340
2020
Q3 		$84K Hold
29,300
– – ﹤0.01% 1316
2020
Q2 		$102K Sell
29,300
-1,720
-6% -$5.93K ﹤0.01% 1322
2020
Q1 		$73K Buy
31,020
+110
+0.4% +$712 ﹤0.01% 1206
2019
Q4 		$325K Buy
30,910
+10
+0% +$91 0.01% 1067
2019
Q3 		$264K Sell
30,900
-670
-2% -$6.57K 0.01% 1120
2019
Q2 		$363K Buy
31,570
+606
+2% +$7.8K 0.01% 989
2019
Q1 		$434K Sell
30,964
-360
-1% -$4.72K 0.01% 899
2018
Q4 		$324K Buy
31,324
+12,500
+66% +$184K 0.01% 1032
2018
Q3 		$322K Buy
18,824
+740
+4% +$12.7K 0.01% 1267
2018
Q2 		$326K Sell
18,084
-640
-3% -$12.8K 0.01% 1240
2018
Q1 		$328K Sell
18,724
-894
-5% -$18.7K 0.01% 1205
2017
Q4 		$451K Buy
19,618
+1,414
+8% +$29.3K 0.01% 1072
2017
Q3 		$381K Buy
+18,204
New +$335K 0.01% 1143
2016
Q3 		$381K Buy
+18,204
New +$365K 0.01% 1143

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

Crossmark Global Holdings's PTEN Position: Q2 2026 in Review

Crossmark Global Holdings increased its Patterson-UTI (PTEN) stake by 0% in Q2 2026, buying an estimated $11 and bringing the position to 20,854 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Crossmark Global Holdings first reported a position in PTEN in Q3 2016 and has held it in 37 quarters since. The position peaked at $451K in Q4 2017. 38 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

  • Crossmark Global Holdings held 20,854 shares of Patterson-UTI worth $191K as of Q2 2026.
  • Crossmark Global Holdings bought 1 Patterson-UTI share in Q2 2026, an estimated $11.
  • Patterson-UTI made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1239 holding.
  • Crossmark Global Holdings first reported a position in Patterson-UTI in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Patterson-UTI position peaked at $451K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.