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Cherry Tree Wealth Management’s Pentair PNR Stock Holding History

Cherry Tree 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
Q1 		$11.9K Hold
137
– – ﹤0.01% 396
2025
Q4 		$14.3K Hold
137
– – ﹤0.01% 385
2025
Q3 		$15.2K Hold
137
– – ﹤0.01% 364
2025
Q2 		$14.1K Hold
137
– – ﹤0.01% 372
2025
Q1 		$12K Buy
+137
New +$13.1K ﹤0.01% 400

Other funds holding PNR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cherry Tree Wealth Management's PNR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Pentair (PNR) position steady in Q1 2026 at 137 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Cherry Tree Wealth Management first reported a position in PNR in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.2K in Q3 2025. 741 funds tracked by Wall St. Rank hold PNR as of Q1 2026.

  • Cherry Tree Wealth Management held 137 shares of Pentair worth $11.9K as of Q1 2026.
  • Cherry Tree Wealth Management left its Pentair share count unchanged in Q1 2026.
  • Pentair made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #396 holding.
  • Cherry Tree Wealth Management first reported a position in Pentair in Q1 2025 and has held it in 5 quarters since.
  • Cherry Tree Wealth Management's Pentair position peaked at $15.2K in Q3 2025.
  • 741 funds tracked by Wall St. Rank held Pentair as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.