Arkadios Wealth Advisors’s Pentair PNR Stock Holding History

Arkadios Wealth Advisors’s Portfolio PNR Stock Details PNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$272K	Sell	3,545 -383	-10%	-$30.3K	﹤0.01%	1459
2026 Q1	$342K	Buy	3,928 +115	+3%	+$11.3K	0.01%	1295
2025 Q4	$397K	Sell	3,813 -2,254	-37%	-$241K	0.01%	1124
2025 Q3	$672K	Buy	+6,067	New	+$648K	0.02%	816
2022 Q1	–	Sell	-3,753	Closed	-$274K	–	621
2021 Q4	$274K	Sell	3,753 -6,621	-64%	-$488K	0.04%	472
2021 Q3	$753K	Buy	10,374 +10,202	+5,931%	+$761K	0.11%	214
2021 Q2	$11K	Buy	172 +99	+136%	+$6.55K	﹤0.01%	1510
2021 Q1	$4K	Buy	+73	New	+$4.19K	﹤0.01%	1424
2020 Q2	–	Sell	-13	Closed	-$387	–	1094
2020 Q1	$387	Sell	13 -38	-75%	-$1.53K	﹤0.01%	1027
2019 Q4	$2.28K	Buy	+51	New	+$2.15K	﹤0.01%	808

Other funds holding PNR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Arkadios Wealth Advisors's PNR Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Pentair (PNR) stake by 9.8% in Q2 2026, selling an estimated $30.3K and leaving 3,545 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Arkadios Wealth Advisors first reported a position in PNR in Q4 2019 and has held it in 10 quarters since. The position peaked at $753K in Q3 2021. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

Arkadios Wealth Advisors held 3,545 shares of Pentair worth $272K as of Q2 2026.
Arkadios Wealth Advisors sold 383 Pentair shares in Q2 2026, an estimated $30.3K.
Pentair made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1459 holding.
Arkadios Wealth Advisors first reported a position in Pentair in Q4 2019 and has held it in 10 quarters since.
Arkadios Wealth Advisors's Pentair position peaked at $753K in Q3 2021.
723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.