BWP
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BSW Wealth Partners’s Pentair PNR Stock Holding History

BSW Wealth Partners’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 		$261K Sell
3,408
-473
-12% -$37.4K 0.03% 276
2026
Q1 		$338K Buy
3,881
+1,393
+56% +$136K 0.04% 226
2025
Q4 		$259K Buy
+2,488
New +$266K 0.03% 270
2025
Q3 		– Sell
-2,942
Closed -$302K – 348
2025
Q2 		$302K Sell
2,942
-77
-3% -$7.19K 0.04% 242
2025
Q1 		$264K Sell
3,019
-34
-1% -$3.24K 0.04% 248
2024
Q4 		$307K Buy
3,053
+58
+2% +$5.95K 0.05% 227
2024
Q3 		$293K Buy
2,995
+8
+0.3% +$684 0.04% 232
2024
Q2 		$229K Buy
2,987
+122
+4% +$9.83K 0.04% 260
2024
Q1 		$245K Sell
2,865
-415
-13% -$31.5K 0.04% 247
2023
Q4 		$238K Sell
3,280
-152
-4% -$9.81K 0.05% 236
2023
Q3 		$222K Sell
3,432
-182
-5% -$12.3K 0.05% 217
2023
Q2 		$233K Sell
3,614
-26
-0.7% -$1.5K 0.05% 228
2023
Q1 		$201K Buy
+3,640
New +$193K 0.04% 295

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 $3.37T AUM 44.26% 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

BSW Wealth Partners's PNR Position: Q2 2026 in Review

BSW Wealth Partners reduced its Pentair (PNR) stake by 12% in Q2 2026, selling an estimated $37.4K and leaving 3,408 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #276.

BSW Wealth Partners first reported a position in PNR in Q1 2023 and has held it in 13 quarters since. The position peaked at $338K in Q1 2026. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • BSW Wealth Partners held 3,408 shares of Pentair worth $261K as of Q2 2026.
  • BSW Wealth Partners sold 473 Pentair shares in Q2 2026, an estimated $37.4K.
  • Pentair made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #276 holding.
  • BSW Wealth Partners first reported a position in Pentair in Q1 2023 and has held it in 13 quarters since.
  • BSW Wealth Partners's Pentair position peaked at $338K in Q1 2026.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.