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Clearstead Advisors’s Pentair PNR Stock Holding History

Clearstead Advisors’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 		$190K Buy
2,482
+2,236
+909% +$177K ﹤0.01% 1084
2026
Q1 		$21.4K Sell
246
-412
-63% -$40.4K ﹤0.01% 1442
2025
Q4 		$68.5K Buy
658
+218
+50% +$23.3K ﹤0.01% 1263
2025
Q3 		$48.7K Buy
440
+204
+86% +$21.8K ﹤0.01% 1290
2025
Q2 		$24.2K Buy
236
+91
+63% +$8.5K ﹤0.01% 1544
2025
Q1 		$12.7K Buy
+145
New +$13.8K ﹤0.01% 1551
2024
Q1 		– Sell
-18
Closed -$1.31K – 1615
2023
Q4 		$1.31K Buy
+18
New +$1.16K ﹤0.01% 1361
2023
Q2 		– Sell
-12
Closed -$664 – 1426
2023
Q1 		$664 Buy
+12
New +$637 ﹤0.01% 1275
2022
Q4 		– Sell
-26
Closed -$1K – 1363
2022
Q3 		$1K Hold
26
– – ﹤0.01% 1181
2022
Q2 		$1K Buy
+26
New +$1.3K ﹤0.01% 1210
2021
Q3 		– Sell
-29
Closed -$2K – 1360
2021
Q2 		$2K Buy
+29
New +$1.92K ﹤0.01% 1066

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

Clearstead Advisors's PNR Position: Q2 2026 in Review

Clearstead Advisors increased its Pentair (PNR) stake by 909% in Q2 2026, buying an estimated $177K and bringing the position to 2,482 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Clearstead Advisors first reported a position in PNR in Q2 2021 and has held it in 11 quarters since. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Clearstead Advisors held 2,482 shares of Pentair worth $190K as of Q2 2026.
  • Clearstead Advisors bought 2,236 Pentair shares in Q2 2026, an estimated $177K.
  • Pentair made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1084 holding.
  • Clearstead Advisors first reported a position in Pentair in Q2 2021 and has held it in 11 quarters since.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.