Cherry Tree Wealth Management
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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
Q3 		– Sell
-137
Closed -$10.5K – 594
2026
Q2 		$10.5K Hold
137
– – ﹤0.01% 439
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cherry Tree Wealth Management's PNR Position: Q3 2026 in Review

Cherry Tree Wealth Management sold out of Pentair (PNR) in Q3 2026, closing a stake of 137 shares — an estimated $10.5K sold.

Cherry Tree Wealth Management first reported a position in PNR in Q1 2025 and held it in 6 quarters. The position peaked at $15.2K in Q3 2025. 178 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

  • Cherry Tree Wealth Management reported no remaining Pentair position as of Q3 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 137 Pentair shares in Q3 2026, an estimated $10.5K.
  • Cherry Tree Wealth Management first reported a position in Pentair in Q1 2025 and held it in 6 quarters.
  • Cherry Tree Wealth Management's Pentair position peaked at $15.2K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.