AWM
PNR icon

Avior Wealth Management’s Pentair PNR Stock Holding History

Avior Wealth Management’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 		$527K Sell
6,871
-594
-8% -$47K 0.01% 503
2026
Q1 		$650K Sell
7,465
-83
-1% -$8.13K 0.02% 462
2025
Q4 		$786K Sell
7,548
-70
-0.9% -$7.48K 0.02% 352
2025
Q3 		$844K Sell
7,618
-232
-3% -$24.8K 0.03% 332
2025
Q2 		$806K Sell
7,850
-591
-7% -$55.2K 0.03% 330
2025
Q1 		$738K Sell
8,441
-70
-0.8% -$6.67K 0.03% 321
2024
Q4 		$857K Sell
8,511
-652
-7% -$66.8K 0.03% 314
2024
Q3 		$896K Buy
9,163
+332
+4% +$28.4K 0.04% 310
2024
Q2 		$677K Sell
8,831
-200
-2% -$16.1K 0.03% 357
2024
Q1 		$772K Buy
9,031
+727
+9% +$55.1K 0.04% 343
2023
Q4 		$604K Sell
8,304
-550
-6% -$35.5K 0.04% 300
2023
Q3 		$573K Sell
8,854
-410
-4% -$27.6K 0.04% 292
2023
Q2 		$598K Buy
9,264
+11
+0.1% +$633 0.04% 295
2023
Q1 		$511K Buy
9,253
+643
+7% +$34.2K 0.04% 339
2022
Q4 		$387K Buy
8,610
+4
+0% +$174 0.03% 359
2022
Q3 		$349K Sell
8,606
-294
-3% -$13.6K 0.03% 355
2022
Q2 		$407K Buy
8,900
+5
+0.1% +$250 0.04% 294
2022
Q1 		$482K Buy
8,895
+4
+0% +$242 0.04% 301
2021
Q4 		$649K Sell
8,891
-7,706
-46% -$568K 0.05% 273
2021
Q3 		$1.21M Buy
16,597
+15,421
+1,311% +$1.15M 0.1% 157
2021
Q2 		$79K Buy
1,176
+3
+0.3% +$198 0.01% 491
2021
Q1 		$73K Buy
1,173
+1
+0.1% +$57 0.01% 495
2020
Q4 		$62K Buy
1,172
+8
+0.7% +$410 0.01% 472
2020
Q3 		$53K Buy
1,164
+4
+0.3% +$174 0.01% 497
2020
Q2 		$44K Buy
+1,160
New +$40.8K 0.01% 497

Other funds holding PNR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's PNR Position: Q2 2026 in Review

Avior Wealth Management reduced its Pentair (PNR) stake by 8% in Q2 2026, selling an estimated $47K and leaving 6,871 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #503.

Avior Wealth Management first reported a position in PNR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.21M in Q3 2021. 727 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Avior Wealth Management held 6,871 shares of Pentair worth $527K as of Q2 2026.
  • Avior Wealth Management sold 594 Pentair shares in Q2 2026, an estimated $47K.
  • Pentair made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #503 holding.
  • Avior Wealth Management first reported a position in Pentair in Q2 2020 and has held it in 25 quarters since.
  • Avior Wealth Management's Pentair position peaked at $1.21M in Q3 2021.
  • 727 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.