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Elevation Wealth Partners’s Pentair PNR Stock Holding History

Elevation 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 		$537 Sell
7
-92
-93% -$7.28K ﹤0.01% 1280
2026
Q1 		$8.62K Buy
99
+92
+1,314% +$9.02K ﹤0.01% 553
2025
Q4 		$729 Sell
7
-10
-59% -$1.07K ﹤0.01% 887
2025
Q3 		$1.88K Buy
17
+10
+143% +$1.07K ﹤0.01% 657
2025
Q2 		$719 Hold
7
– – ﹤0.01% 446
2025
Q1 		$613 Hold
7
– – ﹤0.01% 454
2024
Q4 		$705 Hold
7
– – ﹤0.01% 456
2024
Q3 		$685 Hold
7
– – ﹤0.01% 442
2024
Q2 		$537 Hold
7
– – ﹤0.01% 474
2024
Q1 		$599 Buy
+7
New +$531 ﹤0.01% 438

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

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

Elevation Wealth Partners reduced its Pentair (PNR) stake by 93% in Q2 2026, selling an estimated $7.28K and leaving 7 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Elevation Wealth Partners first reported a position in PNR in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.62K in Q1 2026. 723 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Elevation Wealth Partners held 7 shares of Pentair worth $537 as of Q2 2026.
  • Elevation Wealth Partners sold 92 Pentair shares in Q2 2026, an estimated $7.28K.
  • Pentair made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1280 holding.
  • Elevation Wealth Partners first reported a position in Pentair in Q1 2024 and has held it in 10 quarters since.
  • Elevation Wealth Partners's Pentair position peaked at $8.62K in Q1 2026.
  • 723 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.