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Cornerstone Wealth Management’s Pentair PNR Stock Holding History

Cornerstone 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 		$358K Sell
6,758
-2,182
-24% -$139K 0.02% 562
2026
Q2 		$685K Buy
8,940
+363
+4% +$28.7K 0.03% 417
2026
Q1 		$747K Sell
8,577
-54
-0.6% -$5.29K 0.04% 359
2025
Q4 		$899K Buy
8,631
+90
+1% +$9.6K 0.05% 307
2025
Q3 		$946K Sell
8,541
-14
-0.2% -$1.5K 0.05% 290
2025
Q2 		$878K Buy
8,555
+38
+0.4% +$3.55K 0.05% 289
2025
Q1 		$745K Sell
8,517
-234
-3% -$22.3K 0.05% 302
2024
Q4 		$881K Sell
8,751
-9
-0.1% -$923 0.06% 253
2024
Q3 		$857K Buy
8,760
+86
+1% +$7.36K 0.06% 242
2024
Q2 		$665K Buy
8,674
+153
+2% +$12.3K 0.05% 268
2024
Q1 		$728K Sell
8,521
-318
-4% -$24.1K 0.06% 251
2023
Q4 		$643K Buy
8,839
+26
+0.3% +$1.68K 0.06% 267
2023
Q3 		$571K Buy
8,813
+39
+0.4% +$2.62K 0.05% 267
2023
Q2 		$567K Buy
8,774
+2,129
+32% +$123K 0.05% 279
2023
Q1 		$367K Buy
+6,645
New +$353K 0.04% 341
2022
Q3 		$213K Sell
5,239
-151
-3% -$7K 0.02% 412
2022
Q2 		$247K Buy
5,390
+1,538
+40% +$77K 0.03% 387
2022
Q1 		$209K Sell
3,852
-201
-5% -$12.2K 0.02% 444
2021
Q4 		$296K Buy
4,053
+20
+0.5% +$1.47K 0.03% 391
2021
Q3 		$293K Sell
4,033
-322
-7% -$24K 0.03% 354
2021
Q2 		$294K Sell
4,355
-131
-3% -$8.66K 0.03% 366
2021
Q1 		$280K Sell
4,486
-1,194
-21% -$68.5K 0.03% 364
2020
Q4 		$302K Buy
5,680
+241
+4% +$12.4K 0.04% 332
2020
Q3 		$249K Sell
5,439
-593
-10% -$25.8K 0.04% 337
2020
Q2 		$229K Buy
+6,032
New +$212K 0.04% 334
2017
Q1 		– Sell
-7,756
Closed -$302K – 350
2016
Q4 		$302K Sell
7,756
-224
-3% -$8.74K 0.1% 213
2016
Q3 		$333K Buy
+7,980
New +$336K 0.12% 161

Other funds holding PNR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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

Cornerstone Wealth Management's PNR Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Pentair (PNR) stake by 24% in Q3 2026, selling an estimated $139K and leaving 6,758 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #562.

Cornerstone Wealth Management first reported a position in PNR in Q3 2016 and has held it in 27 quarters since. The position peaked at $946K in Q3 2025. 295 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

  • Cornerstone Wealth Management held 6,758 shares of Pentair worth $358K as of Q3 2026.
  • Cornerstone Wealth Management sold 2,182 Pentair shares in Q3 2026, an estimated $139K.
  • Pentair made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #562 holding.
  • Cornerstone Wealth Management first reported a position in Pentair in Q3 2016 and has held it in 27 quarters since.
  • Cornerstone Wealth Management's Pentair position peaked at $946K in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.