Asset Planning Inc’s Pentair PNR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.99K Hold
39
﹤0.01% 293
2026
Q1
$3.4K Hold
39
﹤0.01% 270
2025
Q4
$4.06K Hold
39
﹤0.01% 261
2025
Q3
$4.32K Hold
39
﹤0.01% 257
2025
Q2
$4K Hold
39
﹤0.01% 254
2025
Q1
$3.41K Hold
39
﹤0.01% 269
2024
Q4
$3.92K Buy
+39
New +$4K ﹤0.01% 272

Other funds holding PNR

Asset Planning Inc's PNR Position: Q2 2026 in Review

Asset Planning Inc held its Pentair (PNR) position steady in Q2 2026 at 39 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Asset Planning Inc first reported a position in PNR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.32K in Q3 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Asset Planning Inc held 39 shares of Pentair worth $2.99K as of Q2 2026.
  • Asset Planning Inc left its Pentair share count unchanged in Q2 2026.
  • Pentair made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #293 holding.
  • Asset Planning Inc first reported a position in Pentair in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Pentair position peaked at $4.32K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.