Investors Research Corp’s Patterson-UTI PTEN Stock Holding History

Investors Research Corp’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 Q3	$133K	Hold	12,180	–	–	0.02%	305
2026 Q2	$112K	Sell	12,180 -170	-1%	-$1.9K	0.02%	316
2026 Q1	$134K	Sell	12,350 -300	-2%	-$2.57K	0.03%	303
2025 Q4	$77.3K	Sell	12,650 -400	-3%	-$2.39K	0.01%	392
2025 Q3	$67.6K	Hold	13,050	–	–	0.01%	409
2025 Q2	$77.4K	Hold	13,050	–	–	0.02%	413
2025 Q1	$107K	Hold	13,050	–	–	0.02%	368
2024 Q4	$108K	Hold	13,050	–	–	0.02%	382
2024 Q3	$99.8K	Hold	13,050	–	–	0.02%	386
2024 Q2	$135K	Hold	13,050	–	–	0.03%	360
2024 Q1	$156K	Sell	13,050 -575	-4%	-$6.39K	0.04%	350
2023 Q4	$147K	Hold	13,625	–	–	0.04%	369
2023 Q3	$189K	Hold	13,625	–	–	0.05%	329
2023 Q2	$163K	Hold	13,625	–	–	0.04%	350
2023 Q1	$159K	Sell	13,625 -600	-4%	-$8.76K	0.04%	358
2022 Q4	$240K	Sell	14,225 -400	-3%	-$6.6K	0.06%	294
2022 Q3	$171K	Hold	14,625	–	–	0.05%	319
2022 Q2	$230K	Hold	14,625	–	–	0.07%	293
2022 Q1	$226K	Sell	14,625 -10,300	-41%	-$130K	0.06%	308
2021 Q4	$211K	Sell	24,925 -500	-2%	-$4.31K	0.06%	298
2021 Q3	$229K	Hold	25,425	–	–	0.08%	275
2021 Q2	$253K	Sell	25,425 -300	-1%	-$2.54K	0.09%	263
2021 Q1	$183K	Buy	25,725 +800	+3%	+$5.64K	0.07%	307
2020 Q4	$131K	Sell	24,925 -800	-3%	-$3.15K	0.05%	374
2020 Q3	$73K	Sell	25,725 -1,200	-4%	-$4.41K	0.04%	433
2020 Q2	$93K	Hold	26,925	–	–	0.05%	373
2020 Q1	$63K	Hold	26,925	–	–	0.04%	403
2019 Q4	$283K	Hold	26,925	–	–	0.13%	240
2019 Q3	$230K	Hold	26,925	–	–	0.12%	240
2019 Q2	$310K	Buy	26,925 +400	+2%	+$5.15K	0.16%	189
2019 Q1	$372K	Hold	26,525	–	–	0.2%	158
2018 Q4	$275K	Buy	26,525 +200	+0.8%	+$2.95K	0.19%	193
2018 Q3	$450K	Sell	26,325 -1,000	-4%	-$17.2K	0.26%	156
2018 Q2	$492K	Buy	27,325 +500	+2%	+$10K	0.29%	141
2018 Q1	$470K	Hold	26,825	–	–	0.29%	134
2017 Q4	$617K	Buy	+26,825	New	+$556K	0.38%	94

Other funds holding PTEN

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Investors Research Corp's PTEN Position: Q3 2026 in Review

Investors Research Corp held its Patterson-UTI (PTEN) position steady in Q3 2026 at 12,180 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #305.

Investors Research Corp first reported a position in PTEN in Q4 2017 and has held it in 36 quarters since. The position peaked at $617K in Q4 2017. 22 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

Investors Research Corp held 12,180 shares of Patterson-UTI worth $133K as of Q3 2026.
Investors Research Corp left its Patterson-UTI share count unchanged in Q3 2026.
Patterson-UTI made up 0.02% of Investors Research Corp's portfolio in Q3 2026, its #305 holding.
Investors Research Corp first reported a position in Patterson-UTI in Q4 2017 and has held it in 36 quarters since.
Investors Research Corp's Patterson-UTI position peaked at $617K in Q4 2017.
22 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.