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Concurrent Investment Advisors’s Pentair PNR Stock Holding History

Concurrent Investment 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 		$383K Sell
5,002
-204
-4% -$16.1K ﹤0.01% 1551
2026
Q1 		$454K Sell
5,206
-910
-15% -$89.2K ﹤0.01% 1263
2025
Q4 		$637K Buy
+6,116
New +$653K 0.01% 1040
2024
Q1 		– Sell
-3,903
Closed -$284K – 976
2023
Q4 		$284K Buy
+3,903
New +$252K 0.01% 672

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's PNR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Pentair (PNR) stake by 3.9% in Q2 2026, selling an estimated $16.1K and leaving 5,002 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Concurrent Investment Advisors first reported a position in PNR in Q4 2023 and has held it in 4 quarters since. The position peaked at $637K in Q4 2025. 727 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Concurrent Investment Advisors held 5,002 shares of Pentair worth $383K as of Q2 2026.
  • Concurrent Investment Advisors sold 204 Pentair shares in Q2 2026, an estimated $16.1K.
  • Pentair made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1551 holding.
  • Concurrent Investment Advisors first reported a position in Pentair in Q4 2023 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Pentair position peaked at $637K in Q4 2025.
  • 727 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.