Concord Wealth Partners’s Pentair PNR Stock Holding History

Concord 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	$15.3K	Buy	+200	New	+$15.8K	﹤0.01%	515
2026 Q1	–	Sell	-200	Closed	-$20.8K	–	635
2025 Q4	$20.8K	Hold	200	–	–	﹤0.01%	436
2025 Q3	$22.2K	Hold	200	–	–	﹤0.01%	445
2025 Q2	$20.5K	Hold	200	–	–	﹤0.01%	454
2025 Q1	$17.5K	Hold	200	–	–	﹤0.01%	447
2024 Q4	$20.1K	Hold	200	–	–	﹤0.01%	453
2024 Q3	$19.6K	Hold	200	–	–	﹤0.01%	474
2024 Q2	$15.3K	Hold	200	–	–	﹤0.01%	466
2024 Q1	$17.1K	Buy	+200	New	+$15.2K	﹤0.01%	508
2023 Q1	–	Sell	-53	Closed	-$2.4K	–	1165
2022 Q4	$2.4K	Buy	+53	New	+$2.3K	﹤0.01%	902
2022 Q3	–	Sell	-17	Closed	-$1K	–	867
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	1173
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	1235
2021 Q4	$1K	Buy	17 +2	+13%	+$147	﹤0.01%	1252
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	856
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	998
2021 Q1	$1K	Buy	+15	New	+$861	﹤0.01%	940

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 $416B AUM 44.19% 1-Year Est. Return

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

Concord Wealth Partners opened a new position in Pentair (PNR) in Q2 2026: 200 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PNR as recently as Q4 2025.

Concord Wealth Partners first reported a position in PNR in Q1 2021 and has held it in 16 quarters since. The position peaked at $22.2K in Q3 2025. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

Concord Wealth Partners held 200 shares of Pentair worth $15.3K as of Q2 2026.
Pentair was a new Concord Wealth Partners position in Q2 2026.
Pentair made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #515 holding.
Concord Wealth Partners first reported a position in Pentair in Q1 2021 and has held it in 16 quarters since.
Concord Wealth Partners's Pentair position peaked at $22.2K in Q3 2025.
723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.