Merit Financial Group’s Patterson-UTI PTEN Stock Holding History

Merit Financial Group’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	$252K	Buy	27,458 +5,904	+27%	+$65.9K	﹤0.01%	1938
2026 Q1	$233K	Buy	21,554 +1,639	+8%	+$14K	﹤0.01%	1817
2025 Q4	$122K	Buy	+19,915	New	+$119K	﹤0.01%	1879
2025 Q2	–	Sell	-10,398	Closed	-$85.5K	–	1740
2025 Q1	$85.5K	Buy	+10,398	New	+$87.2K	﹤0.01%	1361

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Merit Financial Group's PTEN Position: Q2 2026 in Review

Merit Financial Group increased its Patterson-UTI (PTEN) stake by 27% in Q2 2026, buying an estimated $65.9K and bringing the position to 27,458 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Merit Financial Group first reported a position in PTEN in Q1 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold PTEN as of Q2 2026.

Merit Financial Group held 27,458 shares of Patterson-UTI worth $252K as of Q2 2026.
Merit Financial Group bought 5,904 Patterson-UTI shares in Q2 2026, an estimated $65.9K.
Patterson-UTI made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1938 holding.
Merit Financial Group first reported a position in Patterson-UTI in Q1 2025 and has held it in 4 quarters since.
44 funds tracked by Wall St. Rank held Patterson-UTI as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.