NAM
PTEN icon

NorthCrest Asset Manangement’s Patterson-UTI PTEN Stock Holding History

NorthCrest Asset Manangement’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 		$115K Buy
+10,017
New +$110K ﹤0.01% 983
2025
Q2 		– Sell
-14,257
Closed -$117K – 657
2025
Q1 		$117K Buy
+14,257
New +$120K ﹤0.01% 583

Other funds holding PTEN

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RE
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

NorthCrest Asset Manangement's PTEN Position: Q3 2026 in Review

NorthCrest Asset Manangement opened a new position in Patterson-UTI (PTEN) in Q3 2026: 10,017 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings. This is a return to the name: NorthCrest Asset Manangement previously reported a position in PTEN as recently as Q1 2025.

NorthCrest Asset Manangement first reported a position in PTEN in Q1 2025 and has held it in 2 quarters since. The position peaked at $117K in Q1 2025. 15 funds tracked by Wall St. Rank hold PTEN as of Q3 2026.

  • NorthCrest Asset Manangement held 10,017 shares of Patterson-UTI worth $115K as of Q3 2026.
  • Patterson-UTI was a new NorthCrest Asset Manangement position in Q3 2026.
  • Patterson-UTI made up ﹤0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #983 holding.
  • NorthCrest Asset Manangement first reported a position in Patterson-UTI in Q1 2025 and has held it in 2 quarters since.
  • NorthCrest Asset Manangement's Patterson-UTI position peaked at $117K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.