Burney Company’s Pentair PNR Stock Holding History

Burney Company’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	$317K	Buy	4,141 +400	+11%	+$31.6K	0.01%	524
2026 Q1	$326K	Sell	3,741 -258	-6%	-$25.3K	0.01%	493
2025 Q4	$416K	Hold	3,999	–	–	0.01%	464
2025 Q3	$443K	Hold	3,999	–	–	0.01%	437
2025 Q2	$411K	Hold	3,999	–	–	0.01%	445
2025 Q1	$350K	Hold	3,999	–	–	0.01%	470
2024 Q4	$402K	Buy	3,999 +258	+7%	+$26.5K	0.01%	455
2024 Q3	$366K	Hold	3,741	–	–	0.01%	484
2024 Q2	$287K	Hold	3,741	–	–	0.01%	522
2024 Q1	$320K	Hold	3,741	–	–	0.01%	515
2023 Q4	$272K	Buy	3,741 +201	+6%	+$13K	0.01%	513
2023 Q3	$229K	Sell	3,540 -605	-15%	-$40.7K	0.01%	521
2023 Q2	$268K	Sell	4,145 -156	-4%	-$8.98K	0.01%	504
2023 Q1	$238K	Sell	4,301 -46,096	-91%	-$2.45M	0.01%	516
2022 Q4	$2.27M	Buy	+50,397	New	+$2.19M	0.11%	191

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 $413B AUM 44.57% 1-Year Est. Return

Burney Company's PNR Position: Q2 2026 in Review

Burney Company increased its Pentair (PNR) stake by 11% in Q2 2026, buying an estimated $31.6K and bringing the position to 4,141 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #524.

Burney Company first reported a position in PNR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.27M in Q4 2022. 720 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

Burney Company held 4,141 shares of Pentair worth $317K as of Q2 2026.
Burney Company bought 400 Pentair shares in Q2 2026, an estimated $31.6K.
Pentair made up 0.01% of Burney Company's portfolio in Q2 2026, its #524 holding.
Burney Company first reported a position in Pentair in Q4 2022 and has held it in 15 quarters since.
Burney Company's Pentair position peaked at $2.27M in Q4 2022.
720 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.