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 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

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 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

Investors Research Corp's PTEN Position: Q2 2026 in Review

Investors Research Corp reduced its Patterson-UTI (PTEN) stake by 1.4% in Q2 2026, selling an estimated $1.9K and leaving 12,180 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #316.

Investors Research Corp first reported a position in PTEN in Q4 2017 and has held it in 35 quarters since. The position peaked at $617K in Q4 2017. 38 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

Investors Research Corp held 12,180 shares of Patterson-UTI worth $112K as of Q2 2026.
Investors Research Corp sold 170 Patterson-UTI shares in Q2 2026, an estimated $1.9K.
Patterson-UTI made up 0.02% of Investors Research Corp's portfolio in Q2 2026, its #316 holding.
Investors Research Corp first reported a position in Patterson-UTI in Q4 2017 and has held it in 35 quarters since.
Investors Research Corp's Patterson-UTI position peaked at $617K in Q4 2017.
38 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.